TABS: Salesforce-to-Wordpress Sync
Education, Nonprofit, Membership, Experience Amy Rowe Education, Nonprofit, Membership, Experience Amy Rowe

TABS: Salesforce-to-Wordpress Sync

REQUIREMENTS

  • Give TABS member schools a way to update their school profiles via Experience Cloud, and have those profiles flow to the Wordpress website.

SOLUTION

  • Custom Object & Fields

  • Data Migration

  • Multiple Salesforce Flows

  • Integration with automation tool, Zapier, and Object Sync Wordpress Plugin for Web Sync

  • Custom Interface on Salesforce Community

  • Training & Effective Communication

Read More
IPS Foundation: Streamlined Donor Management
Nonprofit Abby Hayes Nonprofit Abby Hayes

IPS Foundation: Streamlined Donor Management

REQUIREMENTS

  • Transition from an old, underused database with messy data to a streamlined CRM where donor data could be managed appropriately alongside a custom outbound grants system.

SOLUTIONS

  • Implement Nonprofit Success Pack

  • Cleanse and move legacy data into Salesforce

  • Connect a payment processor to Salesforce and create a giving page

  • Create an automation to manage outbound funds in the form of microgrants

Read More