Application House

The Client:
International NGO Humanitarian Organization
The client's mission is to improve the humanitarian system to save even more lives. This network of over 80 non-governmental organizations, from big international to local ones, are working together to address the problems in the humanitarian sector, like centralized power and decision-making and the resistance to a much-needed change.

International NGO Humanitarian Organization
The Project

The Client’s Request
Salesforce's NPSP comes with the default Automatic Affiliation Management setting.

It automatically creates an Affiliated Contact once a Contact record is created.

It is also how the client configured the NPSP setting.

Therefore, there were lots of Affiliated Contacts created without any role/Function or any affiliation.

So, they asked Application House to help them display only the Affiliated Contacts that have affiliation or Role/Function.

What is Affiliated Contact?

Affiliation on Salesforce refers to the relationship of a Contact with an Account. In NPSP, the affiliations track the association of individuals (the Contacts) with the Organization Accounts. It includes their present involvement with their organization, their employment history, and their volunteer experiences.

An Affiliated Contact record includes a Role/Function field, which describes the contact's role or affiliation with the organization. 

They then opted for Mainstay, an engagement platform that increases student and staff interaction.

It allows them to communicate with students about their concerns and it has a chatbot that automatically replies to students but also allows them to request to talk to the actual advisors.

The Problem

An affiliated contact with a role/function record is important when working with the organization.

So, if the Role/Function is empty, the record doesn't have much use because the role/function is what defined affiliation between contact and account.

This means that simply filtering what to display isn't addressing the actual problem.

The real problem is the continuous creation of affiliated contacts that have no Role/Function

The Application House Process

The Solution
The client asked Application House to complete a task that they saw was the solution to their problem.

That is to filter out the affiliated contacts, displaying records only the ones with the Role/Function.

But we recognized that this request didn't eradicate the problem from the roots.

Selecting what to display does not stop users from continuously creating new affiliated contact records with empty Role/Function fields, which is not efficient and creates lots of records that take up data.

As such, the Application House team decided to get to the core.

At Glance
This case study shows how we helped our client with their Salesforce needs & implementation and how our expertise contributed to their success.

This case study shows how we helped our client with their Salesforce needs & implementation and how our expertise contributed to their success.

What Does Our Client Do?
Our client's company was founded on the belief that students need a mentor and a guide during the college application process and throughout college to succeed. By providing consistent oneon-one support, they have helped over 8,000 first-generation students from low-income backgrounds stay in college and complete their degrees.

How Did We First Meet Our Client?
Our client's technical & Salesforce team faced overdue technical debt at the end of 2021. Our expert team took on this project. They were impressed with our delivery and the way we handled the previous project, so they gave us another project. They needed a Salesforce architect, developer, and business analyst team which we provided them with to transition from Classic UI to salesforce lighting for Access Programs.
 

Challenges They Faced Before Us
Due to heavily customized screens developed with code, the internal team faced technical difficulties dealing with maintenance and updates.

They added more and more fields to their UI, especially in widgets, which resulted in wasted time & increased technical debt.

Student program needed to be transitioned from classic UI to Salesforce Lightning

The Client:
Healthcare Nonprofit :
Uninstalling the Managed Package & Keeping Data and Application Unaffected

Our client shares the outreach mission for Healthcare. It guides and supports organizations and leaders in managing the dynamic and complex healthcare scene.

As a regional and local expert, Our client offers technology innovation, performance improvement, and healthcare transformation for communities and the diverse requirements of professionals in the Healthcare field.

Healthcare Nonprofit Case Study

The Challenge

To uninstall an application package from their system without disrupting the flow of their daily operations.
Application House and the Client:

Our Client wanted to:
Uninstall an app created by a former partner.
Ensure that no areas in their day-to-day activities are affected by the uninstallation and
Ensure that no data is lost in the uninstallation.

The Decision
The features were bound to the application, and the rights to such belonged to the former consulting partner. Once the partnership ended, Our client was locked out of the app and required additional costs for full access. As such, the centre decided to cut out the managed package from their system.