Transforming Community Funding Management with a Salesforce-Powered Portal

Scope

The project's scope involved the development of a community portal using a Salesforce template. This portal would allow users to submit funding requests, and it was designed to seamlessly integrate with the client's existing processes. The primary objectives were to streamline the approval process and enable the client to efficiently manage and track the entire lifecycle of funding requests.

Challenge

The client was grappling with a growing influx of funding requests from its community of beneficiaries. Manual processes and a lack of transparency were hampering their ability to efficiently allocate resources and track the progress of each request.

Solution

Custom Object Creation:

• Designed and implemented five custom objects within Salesforce.
• Tailored to capture and organize data essential for tracking the funding request and approval process.
• Included Payments, Milestones, Hedera IDs, and more.

Data Synchronization:
• Automation mechanisms to synchronize data between community portal and Salesforce platform.
• For information to get consistently updated.
• For user activity to get accurately reflected on blockchain network.

Workflow Automation:
• Flows and automation processes to automate various stages of funding request process.
• Included automatic notifications, milestone tracking, and updates on the status of applications.



Benefits

• Auotmations resulted in substantial time savings for the client's team.
• Real-time tracking of funding requests, milestone achievements, and overall progress, reducing complexities and errors.
• Automatic notifications about user application status and funding milestones improved transparency and user satisfaction.
• User-friendly portal interface led to a significant increase in the number of funding requests submitted by the community.