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Advanced NPSP Household Management for Human Services

A human services agency that focuses on homelessness and hunger prevention for low-income families and seniors in Silicon Valley approached Bigger Boat for help. They wanted to build a better system for managing, tracking and reporting on program delivery and case management. The goal of the agency is to support the stable housing of everyone…

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Blog Case Study

Salesforce Supported Employment: Deep Dive into Billing (Post 3 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In part 2, we shared how Employment Counselors use the system. In part 3, we dive into how Billing Managers use the system to efficiently run the billing process.   The primary sources…

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Blog Case Study

Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In this post, we dive into the details on how Employment Counselors use the system. In part 3, we share how Billing Managers use the system to efficiently run the billing process.  …

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Blog Case Study

Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. These services are all managed out of a Salesforce system. PROVAIL’s Salesforce journey actually started over 10 years ago. Their legacy…

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Blog Case Study

Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of the regional training and technical assistance programs is to support…

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PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL is a nonprofit supporting children and adults with disabilities in primarily King and Snohomish Counties of Washington State. PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supportive employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. Their Employment…

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Blog

Supporting Report Filter URL Hacks in Lightning and Classic

Ahh, the fabled URL hack. For years, Salesforce admins have used formulas to create dynamic URLs behind custom links. The classic use case is linking from a record to a report, and having that report be filtered to information relevant to that particular record. In the Classic UI, this was (and still is) pretty easy…

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Blog User Adoption

What the Lightning Experience Announcement Means for Nonprofits

There’s been a lot of excitement this week about the new Lightning Experience. Lightning Experience is the next generation of the desktop user interface (UI) for Salesforce. Eventually, it will match feature-for-feature to Salesforce Classic (the current UI you’re used to) and then some! There’s a ton of really awesome, beautiful stuff in this release…