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Increase Salesforce Vaccine Cloud Adoption

Coronavirus has been one of the most challenging times in recent years for many different reasons. Clinics around the world were forced to adapt quickly, and when vaccines became available, they need to ensure they had systems in place to support a successful roll out.

Healthcare providers needed to go digital, and quick. Many businesses turned to using tools that were taught through school, one of these being Excel. As the usage expanded, bottlenecks began to show. We all know how using a tool like Excel could lead to almost 16,000 unreported cases of covid, or at least England knows.

Salesforce was quick to deploy Vaccine Cloud which focuses on securely managing vaccine administration, COVID vaccination statuses, and test results. Businesses then needed a tool to transform the data they were collecting in Excel and push it into Salesforce.

How can SimpleImport extend the potential of Salesforce Vaccine Cloud?

SimpleImport has potential to be used in several different ways, but its primary benefit to clinics is its ability to be rolled out to non-administrative users in the Salesforce organisation. It isn’t possible to rely on existing importing tools due to their locked down nature I.e. being restricted to admins or certain objects. Clinics needed a tool they could hand to their staff to complete repeat import tasks but whilst staying within the set confinements of their permissions.

There are valid fears from technical teams about granting ‘non-technical’ staff an importing solution for Salesforce. The concern is that it’s too easy for staff to make a mistake. SimpleImport eases that pressure by providing a locked down experience so that users can only import to pre-defined mappings and objects, ensures that Salesforce’s CRUD and FLS permissions are adhered to, and lastly provides an undo button that rolls back an import.

In a time of fast adoption of technology, it’s expected that mistakes could happen, so finding ways to mitigate and undo them with SimpleImport provide extreme reassurance and operational value.

Immediate benefits of using SimpleImport

  • Teams adopt Salesforce quicker by having their data from Excel regularly imported.
  • Provide licenses to standard users and empower wider teams to help with the data tasks.
  • Save repeat tasks so that users can save significant time during their import process. 
  • Provide an undo button to roll back an import.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import reviews into Salesforce

As a managed package provider on the Salesforce AppExchange, we understand the value of receiving reviews and tracking them in a centralised location. Salesforce is a great platform for centralising data and managing actionable outcomes, but quite often reviews can be received via several different platforms, especially in the Travel, Tourism & Hospitality verticals.

We love talking about this use case because it covers a common (and often manual!) problem of trying to unify multiple sources of data. The “review” element gives it some context that we can all resonate with.

We’ve seen some exciting implementations specifically linked with review data in Salesforce. One particular case uses Einstein Sentiment – “The Einstein Sentiment API classifies text into positive, negative, and neutral classes to understand what the words people use can tell us about how they’re feeling”. The output of the Sentiment API’s classification would generate follow up activities in Salesforce specific to their case. This truly highlights the importance of getting the data in a central location.

Import review data into Salesforce using SimpleImport

So, we’ve identified why centralising review data in Salesforce is useful, but how can SimpleImport help?

Most review systems allow users to export data in a spreadsheet file. Each system will have its own variation of the spreadsheet format (I.e., column headers) so having a single mapping won’t be sufficient. However, using a saved mapping per review engine will get us closer to a seamless experience.

So, we have multiple mappings, one for each review system. How can we make it easy for our importing users to import these files? With the power of Salesforce Flows! Why is this helpful? Because the ManagedImport component can be embedded within a Salesforce Flow Screen. This means you can present a selection on a first screen for your user to choose the relevant review platform and a decision logic can load the correct import mapping ready for your user to import. Simple!

Immediate benefits of using SimpleImport

  • Reviews are in one centralised platform instead of being stored across multiple external websites/systems.
  • Handle the hurdle of different platforms using different export spreadsheet formats by utilising Salesforce Flows with the ManagedImport component.
  • Open endless possibilities with that data in Salesforce like using Einstein Sentiment API.
  • Once configured, it’s easy to use, simple to expand, and difficult to make a mistake.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import price book and promotion data

It’s no secret that managing price books in Salesforce isn’t the easiest of operations. Whether it’s updating existing prices, or creating new ones for seasonal promotions, it can be a thankless task that ends up consuming hours of admin time. It’s why many teams favour handling this operation in a shared spreadsheet document which can then be imported into Salesforce.

Import price book information into Salesforce

SimpleImport is the perfect tool for importing the price book information with just a drop of the file. Since SimpleImport supports workbooks with multiple sheets, complex spreadsheet formulas, and isn’t just limited to CSV files, the solution really empowers those who wish to leverage the benefits of a spreadsheet document and get that data into Salesforce seamlessly.

The structure of pricing and promotion data rarely change. This means that teams can rely on SimpleImport’s saved mapping feature to store how the data should be imported. This means you can focus on what is important – managing pricing information.

In the event of needing to insert and update data in a single operation, you can configure the tool to execute an upsert, therefore saving the process of splitting out the import into two jobs. Furthermore, if the mapping of objects and field metadata rarely changes, leveraging the ManagedImport component in a dedicated App page can provide your Salesforce users with a “one-stop-shop” for importing the data.

Immediate benefits of using SimpleImport

  • Allow team members to leverage tools that are more native to the audience.
  • Encourage and promote cross team collaboration using shared spreadsheets before committing the changes to Salesforce.
  • Streamline the process to a single task by using the upsert operation. 
  • Remove repeat activities by leveraging saved mappings in the SimpleImport application.

Supporting workbooks and complex formulas gives you the control you need to be productive in your day without fears of tech incompatibilities. This enables you and your teams to continue at the pace you want by using SimpleImport in your Salesforce organisation.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Streamline the Opportunity Line Items (Opportunity Products) Importing Process

If we had a slice of cake each time a prospect reached out to us asking for help to streamline their importing process for the Opportunity Line Item object, the ProvenWorks team would be living off cake. It is no exaggeration that this object is the one we hear about the most.

How does SimpleImport help with importing opportunity line items?

That answer can be different per use case due to the quirks associated with the object. Nevertheless, what all these use cases have in common is our ManagedImport component. With its “pass current record ID” functionality, the component takes a huge load of admin out of the import process when working with Opportunities.

This functionality allows users to import products directly on the Opportunity record, without the need to fetch a record ID or some unique identifier for the excel file. This is ideal for orgs who receive orders in a spreadsheet document that need loading into Salesforce.

Import related records quickly

Let’s break that down further. I have a list of products in a spreadsheet file that an existing account wants to purchase. I open the opportunity for the account, use the ManagedImport component, and I simply drop the file with the products in into the modal.

Those line items will now be inserted to the Opportunity Line Item object and automatically are related to the opportunity record that I am looking at. This will allow us to create a list of products to be purchased by the customer in a few seconds. No more faffing about getting record IDs or a unique piece of data from Opportunity. Let the tool do the work!

Immediate benefits of using SimpleImport

  • Quickly load opportunity products to existing opportunities and require little training to do so.
  • Pass current record ID functionality in ManagedImport removes the requirement to edit the file prior to import and mitigates potential mistakes.
  • Support for workbooks with multiple sheets allows you to distribute and share complex workbooks with your customers that can be loaded directly into Salesforce without having to export a CSV.

What’s next?

We’ve written a step-by-step guide explaining how to use SimpleImport for importing opportunity products.

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import data via a Digital Experience with Experience Cloud

Use of Digital Experiences (previously known as Communities) have been growing in popularity since their launch, with even more adoption since the repositioning of Salesforce Experience Cloud.

Salesforce Experience Cloud implementations have been expanding with use cases growing where external users need to interact with an internal CRM. Some of these use cases even include importing data – this is where we come in!

A digital experience can be used in so many contexts: partner portals, e-commerce sites, or even franchisee hubs. With lots of different audiences come lots of reasons why users need to import data.

Empower external users to import

One of our favourite use cases to date has involved importing annual employment diversity data of over 40,000 registered businesses based within an allocated region. Each entity was already using a spreadsheet to collect all the required data, but it was previously left to a single admin to manually import all the data that was received via email across a one-month period.

With the aim to cut out the middleperson, they worked with Salesforce and ProvenWorks to roll out a new Digital Experience which had SimpleImport’s ManagedImport component as a way of importing all the data into Salesforce.

With the component in place on the Digital Experience and the import mapping configured, the business entities could drag and drop their spreadsheets onto the component, importing the data themselves.

Immediate benefits of using SimpleImport

  • Emails are no longer being sent to the incorrect email address which potentially resulted in leaked data.
  • Internal teams can run reports in Salesforce to see which businesses were yet to import their data. Additionally, automated processes can then send notifications to the correct contacts.
  • Mistakes are highlighted to the businesses at point-of-entry, so they are able to correct any missing data.
  • The admin previously in charge of the process no longer has to download all email attachments and import their data.

SimpleImport acknowledges the user’s permissions, so the digital experience users only need write permissions to their custom object. There is no concern that they would be able to use SimpleImport to access data that they should not have access to.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

You don’t want to miss these Dreamforce sessions on Salesforce+

Dreamforce, the world’s largest software conference is back!

This year, from the 20th to the 22nd of September, the global Salesforce community is descending on San Francisco, California for the largest annual event in the Salesforce calendar.

It’s safe to say that there are plenty of us who cannot attend the keynotes, panel sessions, community building and after parties in person. But there’s good news… Salesforce has announced that you can experience Dreamforce on Salesforce+ for free!

Once you register, you will have access to the full three days of Dreamforce streaming live on two channels with 72 hours of content, global takeovers, as well as over 200 on-demand episodes.

Who is speaking at Dreamforce?

Salesforce has gained fame for its ability to call on some of the world’s most exciting philanthropists, celebrities, politicians and executives to speak at their events. Dreamforce 2022 is no different.

There are the to-be-expected leaders Marc Benioff and Bret Taylor (co-CEOs of Salesforce) and Stewart Butterfield (President & CEO of Slack) as well as C suite representatives from Salesforce’s global partner and client base – PWC, Slalom, IBM, Accenture, Deloitte Digital, Calendly, Vimeo and even Build-A-Bear.

Then there are the celebrities and philanthropists – Jennifer Hudson, Matthew McConaughey, Jane Goodall DBE, Bono and athletes like professional rock climber Alex Honnold, basketballer Earvin “Magic” Johnson and Olympians Dina Asher-Smith, Allyson Felix and Paralympian Melissa Stockwell. Add to the list former U.S. Vice President Al Gore and it’s safe to say that after a stripped-back, mostly online event in 2021, Dreamforce 2022 is back at full power.

See the full list of Dreamforce 2022 speakers.

Don’t miss out on these Dreamforce 2022 sessions

With 72 hours of content to choose from, catering for timezones around the world, it can be hard to decide where to begin. Which is why we’re here to make your choice easier! Here are our top 10 events that you don’t want to miss at Dreamforce 2022 and how to watch them for free on Salesforce+.

1. Dreamforce Main Keynote

Sep 20
9:00 PM – 10:30 PM BST
4:00 PM – 5:30 PM EDT

There’s no better place to start than Dreamforce’s kick-off keynote hosted by Salesforce Co-CEOs Marc Benioff and Bret Taylor along with a few special guests! You can expect key announcements as well as some inspiring words to kick off Dreamforce 2022.

If you’re short on time, you can watch the Highlights from the Keynote which streams just after, running for 30 minutes as opposed to the full 90 minutes.

2. The New Frontier: with Matthew McConaughey

Sep 21
1:00 AM – 2:00 AM BST
Sep 20
8:00 PM – 9:00 PM EDT

Actor, author and Salesforce brand partner (remember the Superbowl halftime ad?) Matthew McConaughey sits down with Marc Benioff to discuss how to turn values into action that is good for the earth and everyone on it.

The combination of McConaughey’s renowned personality and Benioff’s ability to extract real value from one-to-one conversations makes for a promising hour!

3. Digital Transformation for an Evolving Future

Sep 21
2:00 PM – 3:00 PM BST
9:00 AM – 10:00 AM EDT

Hear from a panel of CEOs (Deloitte Digital, Build-A-Bear, Standard Bank) about their journeys to accelerate and harness the power of digital transformation to drive success.

With an eclectic mix of industry expertise, this session promises to be an interesting insight into the minds of leading CEOs.

4. Using Business as a Platform for Change

Sep 21
4:00 PM – 4:30 PM BST
11:00 AM – 11.30 AM EDT

A number of top CEOs sit down to discuss how to lead companies who take a stand for social justice and how they prioritise diversity. The conversation features Salesforce’s Chief Business Officer and Chief of Staff Ebony Beckwith, CEO of Nextdoor Sarah Friar and other guests.

5. Art, Activism & ‘Surrender’: Benioff and Bono

Sep 21
11:00 PM – Sep 22, 12:00 AM BST
6:00 PM – 7:00 PM EDT

Lead singer of U2, cofounder of (RED) and ONE and author of upcoming new memoir ‘Surrender,’ Bono sits down for an intimate conversation with Marc Benioff.

6. Women’s Empowerment Takes Center Stage with Jennifer Hudson

Sep 22
12:30 AM – 1:00 AM BST
Sep 21
7:30 PM – 8:00 PM EDT

Jennifer Hudson needs no introduction and we can‘t wait to hear how she is using her platform to lift up women around the world.

We’re excited for Hudson’s dynamic conversation with LaShonda Anderson-Williams, EVP and CRO of Global Healthcare and Life Sciences at Salesforce.

7. The Future of Our Planet with Al Gore

Sep 22
1:30 AM – 2:00 AM BST
Sep 21
8.30 PM – 9:00 PM EDT

In this half an hour session, Al Gore shares the latest on the sustainability revolution. Get ready to be inspired to tackle the climate crisis!

8. Dreamfest, the Concert for UCSF Benioff Children’s Hospitals

Sep 22
3:00 AM – 3:30 AM BST
Sep 21
10:00 PM – 10:30PM EDT

Dreamforce’s annual concert, Dreamfest, is an unforgettable night, and this year Salesforce has announced that Red Hot Chili Peppers will be headlining this charity event!

9. Leading in a Flexible Work World

Sep 22
2:00 PM – 2:45 PM BST
9:00 AM – 9:45 AM EDT

The dialogues around Digital HQs is only gorwing and we’re excited to hear about the challenges these CEOs are facing and how they support their organisations in the evolving digital nomad landscape. With Calendly CEO Tope Awotona, CEO of Vimeo Anjali Sud and President of NYSE Group Lynn Martin, we’re excited to see this group of leaders sit down together!

10. True to the Core

Sep 22
8:00 PM – 9:00 PM BST
3:00 PM – 4:00 PM EDT

Join Salesforce Co-Founder and CTO, Parker Harris, Chief Product Officer, David Schmaier, and a range of Salesforce product leaders for a live Q&A forum about the Salesforce product roadmap.

It’s time to look forward! This one is a little different, and definitely not one to miss as Salesforce users.

How to watch Dreamforce for free

We hope you’re getting excited for Dreamforce 2022 after seeing the top 10 sessions we’re looking forward to!

You can register for free on Salesforce+ to watch all of these Dreamforce sessions and much more.

However you end up watching Dreamforce this year, we hope you enjoy it and find friends, colleagues and watch parties to share your experience with.

Dreamforce 2022 here we come!

About ProvenWorks

We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

SimpleImport turns 10 years old! 🎈🎈🎈 

Our data import solution for Salesforce, SimpleImport, is a decade old and we’re getting emotional…

Just watch our 10 years of SimpleImport video:

We’re celebrating a special birthday… 🎂

This autumn we’re celebrating 10 years of SimpleImport. Yep, it’s been a whole decade since we released our exclusive-to-Salesforce, 5-star data importing solution.

But why does an import solution need a birthday? Because it’s not really about the solution. 

As ever, people are at the heart of everything we do. 

We’re celebrating 10 years of fantastic SimpleImport customers as well as the system integrators and Salesforce team we’ve met along the way. Not to mention the 10 years in which our own team has grown, building importing expertise on the Salesforce platform. 

So, we’re marking this milestone by having a little party. Don’t worry – we’re not leaving you out, you can get involved too. Keep your eyes on your inbox and LinkedIn for some 2012 nostalgia! 

Talking of 2012, let’s take a look back to see where ProvenWorks was 10 years ago…  

Where were we in 2012? 

ProvenWorks was created in 2008 at the kitchen table of our Managing Director, Joel Mansford in Reading, UK. Fully bootstrapped and independent, we built a native-to-Salesforce solution for cleaning up address data and became a Salesforce partner in 2009. 

Then, in 2012, we had an idea.

We noticed the need for a better, simpler data importing tool for Salesforce users. So, we wrote the app ourselves and SimpleImport was born.

As for Salesforce in 2012… Forbes selected Salesforce as the world’s most innovative company for the second consecutive year, a year in which Salesforce was celebrating its 100,000-strong customer base and establishing offices around the world. 

Now 10 years on, where are we and how far have we come? 

Where are we now? 

ProvenWorks hosts drinks at Salesforce Tower alongside GTM Guides, September 2022

SimpleImport has transformed, as Salesforce and the digital world have grown and changed. It now features a unique-on-the-market ManagedImport Lightning component for empowering users to import via a pre-configured drag and drop interface, as well as a new, more intuitive UI. And our development team never stops, with more features and updates being added to the roadmap constantly. 

More widely, we’ve come a long way as a company since we released SimpleImport in 2012. From hitting the $1 million dollar mark, to winning a Salesforce Partner Innovation Award and, most recently, to being accepted onto the Salesforce Grow Accelerate Programme. 

Nevertheless, some things have remained constant – we’re still completely bootstrapped and independent for a start. We still operate exclusively in the Salesforce ecosystem, and that’s where our expertise and passion is. And most importantly, we’re still committed to delivering gold standard customer success alongside each of our products. 

What’s left to say? 

10 years is a significant milestone in a fast-moving industry like software. We want to say thank you to everyone who we’ve worked with and alongside over the last 10 years for making SimpleImport and ProvenWorks what they are today. 

Happy Birthday SimpleImport! 

We look forward to celebrating with you all.  

🥳 Join the birthday party on LinkedIn #10yearsSimpleImport

Use a Lightning Web Component (LWC) from a managed package inside a custom LWC

Introduction 

This article covers how to use a Lightning Web Component (LWC) that exists inside of a managed package (from a different namespace) inside a custom LWC. 

This is something we have been able to do with Aura components for a long time but still to this date we face challenges to complete this operation when working solely with LWCs. 

To solve this problem, we will look at using Lightning Web Security in Salesforce. 

The use case

Managed packages are a great way to obtain pre-built functionality for your org quickly and can be installed by following a URL or through the AppExchange. 

Some of these managed packages will contain LWCs which you may want to wrap inside your existing components. This is achieved by referencing the LWC name(s) in your source code. 

Without using Lightning Web Security, you will encounter the error “Attempting to reference cross-namespace module X in Y” which is why Lightning Web Security must be enabled for this solution. 

Reference a managed LWC inside a custom LWC 

In this scenario we’re going to use the Address Verification Flow Component by ProvenWorks as it demonstrates: 

  • An LWC belonging to a managed package namespace (pw_avfc), 
  • Using properties in a component. 

I have created a new LWC in Visual Studio Code and opened the HTML file. Lines 3 to 6 reference the Address Verification Flow Component. 

Whilst the component name is pw_avfc:addressVerificationFlowBaseComponent, the camel casing needs to be converted to kebab casing. This changes the name (and what we would have used in Aura) to pw_avfc-address-verification-flow-base-component. 

If you’re not familiar with kebab casing, check out this trailhead that explains how to convert from camel casing to kebab. 

The component has some properties that we’re passing values to, these names (useCounty and inlineMode) have also been converted to kebab casing. 

Once you have completed the above, you can deploy the LWC to your org. 

Enabling Lightning Web Security 

As mentioned, this approach will only work when Lightning Web Security is enabled so we must enable this before testing.  

  • Go to Salesforce Setup | Session Settings. 
  • Enable Use Lightning Web Security for Lightning web components. 
  • Select Save. 

You will now need to clear your browser cache for the change to take effect. 

Lightning Web Security overview 

This article isn’t for the purpose of explaining Lightning Web Security in any detail other than it’s the answer to this problem. At the date of writing this article (31/AUG/2022) Lightning Web Security comes with limitations that can impact other component behaviour. 

The Salesforce Developer documentation on the topic is filled with lots of useful information about the feature. You can find out more here: Lightning Web Security – Salesforce Lightning Component Library. I recommend specifically reviewing the subtopic of “When to Enable Lightning Web Security” as this may help you determine if it is suitable for your use case. 

At the time of writing, a current example of Lightning Web Security causing issues is when using Vlocity OmniStudio. When the feature is enabled in an org, OmniStudio becomes unusable. To work around this, you can simply disable the setting, use OmniStudio and then reenable Lightning Web Security when you’re ready to deploy.  

Specifically with OmniStudio, Salesforce’s current recommendation is “..keep the ‘Use Lightning Web Security for Lightning web components’ checkbox unchecked…” Not able to save Omniscripts – ‘Use Lightning Web Security for Lightning web components’ Enabled (salesforce.com) but there may be some alternative options like leaving it disabled in sandbox/dev organisation and enabled in production, but this really is a last resort. 

Test your component 

Now it’s time to look at the component. Place it somewhere in your org to test (i.e. an app, a flow screen, etc.). When you look at your custom component, you should now find the managed package component is successfully rendering within it. 

If you’re still seeing errors linked to “Attempting to reference cross-namespace module” then ensure your browser cache is cleared and try again. 

Summary

We’ve investigated how you can wrap a LWC from a managed package inside of a custom LWC which will hopefully unlock some potential for your org to grow quicker than before. Whilst it is currently dependent on Lightning Web Security (which has its limitations), it is clear that Salesforce is continuing to work on and improve its functionality. 

Head in the Clouds: What are the Salesforce Clouds?

Salesforce has a huge variety of clouds (platforms built on Salesforce CRM) available to use, designed to serve different industries and business goals.

We know that knowledge is key when it comes to Salesforce, so with that in mind, here are the clouds we’ve explored and explained so far. In each post, we take a look at key terminology, business values of using that cloud and specifically what you can do with the functionality available to you!

Happy learning!

The Salesforce Clouds!

What cloud do you want to learn more about?

Want us to explore any more clouds? Why not send us a message or come join the conversation on LinkedIn!

About ProvenWorks

We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our solutions are built 100% for Salesforce.

What is Salesforce Nonprofit Cloud and what can you do with it?

Nonprofits are by no means left out of the Salesforce ecosystem. As the title of this article says, we’ll be looking into Salesforce’s very own Nonprofit Cloud, a cloud designed and dedicated to optimising nonprofits’ internal and external operations.  

Stick around as we delve into the facts and functions of Nonprofit Cloud – you may just discover a new cloud to use or recommend!

What is Nonprofit Cloud? 

Nonprofit Cloud is one of Salesforce’s constituent management solutions, tailored for charity and nonprofit organisations. Nonprofit Cloud enables users to connect every function of their nonprofit organisation (including but not limited to fundraising, marketing, operations, grants and donations), and holds all this information in one central place – Salesforce!  

Within Nonprofit Cloud is the Nonprofit Success Pack (NPSP). This is a set of managed packages that sits on top of your Salesforce org and is preconfigured for the types of use cases that nonprofits organisations need. NPSP provides users with custom objects like ‘Donations, Households, Organization*, etc, everything specifically designed for nonprofits! 

How does Salesforce Nonprofit Cloud fit into the wider Salesforce ecosystem?

Salesforce Nonprofit Cloud was built with nonprofits in mind. However, this isn’t to suggest that nonprofits are in any way sidelined or prevented from scaling up with the full power of Salesforce. Since it’s built on the same world-leading platform, Nonprofit Cloud can work together with other clouds. For example, Marketing Cloud and Marketing Cloud Account Engagement (Pardot) can be added to Nonprofit Cloud to enhance its overall performance for effective donor engagement. 

So Nonprofit Cloud integrates with other Salesforce Clouds and provides access to other powerful resources too. Here are some of our favourite Cloud combos, functionality and resources that work well with Nonprofit Cloud: 

  • Salesforce.org – The social impact centre of Salesforce.com, focused on “partnering with the global community of nonprofits and schools to tackle the world’s biggest problems.”
  • Sales and Marketing Cloud– Nonprofit-compatible Salesforce Clouds that work to provide personalised marketing content and help you manage sales data.
  • The Power of Us Hub – the portal for Salesforce.org product documentation, how-to videos, webinars, and community groups of all kinds… and the place to get 10 free nonprofit licenses! 
  • Marketing Cloud Account Engagement (Pardot)– is a marketing software as a service (SaaS) marketing automation platform for Salesforce to empower marketing teams.  
  • Digital Experiences– an external, interactive platform that sits on top of your Salesforce CRM to enhance external user experience. Check out our blog on Experience Cloud for more information!

💡 Top tip: Using Nonprofit Cloud can increase Total Online Giving by 130% through its donor centricity!  

Why should you use Salesforce Nonprofit Cloud?

With Nonprofit Cloud, nonprofit organisations get a centralised constituent management hub for all their internal and external communication, interaction and monitoring. Onboarding and administration can also be centralised so donors receive a more personalised experience, plus, users can get a better overview of personnel management, such as volunteer data. Nonprofit Cloud is scalable, which means that you can grow your Salesforce implementation as your nonprofit organisation grows.  

For clarity, here are the main benefits of using Nonprofits Cloud: 

  • Scalable, customisable and centralised;  
  • Sustainable and secure;  
  • Global access for users; 
  • Easily adoptable and user friendly; 
  • Free licence opportunities from Salesforce; 
  • The Power of Us Hub, a support hub that is Nonprofit Cloud specific with communities and how-to videos.

Salesforce Nonprofit Cloud and ProvenWorks in action

How can ProvenWorks, a Salesforce ISV, work with Nonprofit Cloud? First off, we’d like to highlight that nonprofit organisations get a discounted price for any of our paid solutions that take their fancy! Secondly, we love (we really mean it!) working with nonprofits. We won the Salesforce Partner Innovation Award 2021 in the Nonprofit category for our work with Malala Fund

Our solutions work seamlessly with Nonprofit Cloud and empower you to: 

  • Import donor and recurring donations data easily; 
  • Verify address data from the point of entry;  
  • Ensure compliance for marketing calls to UK donors and partners.  

Manage and organise donor data with SimpleImport 

SimpleImport does what it says: it makes importing into Salesforce simple. Do you have volumes of donor data or recurring donations from external platforms that need centralising in Salesforce? SimpleImport and its intuitive Lightning component, ManagedImport, empowers you and your team to import this data quickly with a simple drag & drop. It’s quick to adopt and fast to use, so no vital time is lost from your nonprofit goals.  

Verify and authenticate address data at the point of entry with AddressTools   

AddressTools verifies your constituent address data to ensure only clean data lives in your org. Need a postal address format for donors, volunteers and partners? We’ve got you covered! Working with the UK Gift Aid process? AddressTools helps keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims. 

Ensure compliance for marketing calls to UK donors with PhoneTools 

Cold calling donors or potential donors for your nonprofit? The UK has strict data privacy laws against cold calling, allowing UK residents to register to the Telephone Preference Service (TPS) and UK businesses to the Corporate Telephone Preference Service (CTPS). PhoneTools is a native Salesforce solution that screens your donor numbers against the TPS and CTPS lists to tell you directly if you can call that phone number. 

So what’s next? The choice is yours.

You can either go back to the first blog in our Head in the Clouds series: What is Experience Cloud and what can you do with it? Or… you can access all the blogs in the Head in the Clouds series.

The world is your oyster!