The client is a US based Service Provider, offering products and professional services that help nonprofits, public media stations and institutions of higher education to unlock the value of their greatest It is a leading enterprise nonprofit Constituent Relationship Management (CRM) solution provider.
Nonprofit organizations are often held back due to lack of an upgraded, improved or modernized Constituent Relationship Management. The most commonly faced problems are:
The existing technology for CRM has not evolved with the growing social, mobile and online disruption in the industry
Most of the CRM solution suites are not available online or on mobile devices and lack integrated, multi-channel customer service capabilities
To overcome these challenges, client decided to develop a cloud-based Nonprofit Product with current technologies to transfer an organization’s fundraising and CRM infrastructure on a native Salesforce platform.
The objectives of the product to be developed were as listed below:
Upload data into batches and configure rules for it
Enable addition of different address for each season (Biographical address)
Assign tasks to users (Action Plan)
Define Account holder’s interests and preferences
Manage Contact’s relationships with organization and person
Manage types of giving records with associated transaction pipeline
Define transaction status, payment method and amount
Manage event logistics with fully customizable registration forms
Track attendees, manage venues and sessions
Integrate with Heartland and Sage payment gateways for online payment processing
Development on Developer edition orgs
Extensive use of JQuery, Visualforce pages, triggers, approval processes, workflows, email templates and classes
Design and development of workflows for automation of various processes
Development using SFDC standards and best practices
As per client’s requirement to aggregate functionalities into respective packages, following functionalities were developed and aggregated as managed packages:
Bios package to add biographical information about the constituent. It included the following features:
Biographical address to add different address for every season
Action Plans to quickly create a list of tasks from a template or define a custom task for a selected Account
Preference to set category wise interest of Account holder
Relationship to manage Contact’s relationships viz. Account-Contact and Contact-Contact
Giving package to manage types of Giving for all constituents in a single CRM. It included the following functionalities:
Gift tracking for annual membership
Total pipeline amount with individual transaction records
Membership allocation to general accounting units
Tribute information record to find membership Giving record information
In addition, Connect package also developed to join all packages and to upload all CRM data regularly into batches using Data loader.
Complete process automation
Salesforce-Heartland Payment Gateway Integration – Eternus Solutions project team was responsible for bidirectional integration with Heartland payment gateway, in order to connect and perform Card and Bank payment transactions from within Salesforce. It involved custom development to connect to Heartland account using http callouts and to send payment card details using http callouts from Salesforce.
Support and Enhancement – The project involved improving upon existing components for code quality and code anomalies and building of new components as part of enhancement.
REST-based Web services for interfacing with Heartland and Sage payment gateways for online payment processing
Data loader and Batch processes to upload existing data provided by client
Use of encrypted text and mask type functionality for payment methods
Packaging of objects and functionality