This package helps you understand how your programs and services can best map to Salesforce’s structure for intuitive use and detailed reporting over time.

Standard Components

• A guided planning process to help you model your programs and benefits data in Salesforce to allow for tracking and reporting of data across programs over time.

• Customize page layouts and buttons to leverage standard Salesforce program management tools as smoothly as possible.

• Back end automations to ensure data syncs between programs and constituents easily.

• Preset permissions so the right folks have access to the right information based on their job roles.

• Extended data rollups to calculate program-level information smoothly and automatically, including unique constituents served in a program, unique family unites served in a program, constituents served this month, last month, two months ago, etc.

• Automated onboarding checklist for each program as constituents enroll, with coaching and documentation around how to adjust or add new onboarding checklists as programs grow and change.

• Setup of anonymous benefit deliveries so you can easily track walk-ins where needed.

Custom Components

• Up to 10 additional custom fields to track constituent-level information.

• Up to 3 additional calculated fields to align your reporting.

• One dashboard for grant-based reporting.

• One dashboard for internal staff use.