In September 2018, the HomeKeeper team attended Dreamforce, the annual Salesforce conference. We joined 170,000 attendees from all over the world, to learn about new innovations and tools that will help our HomeKeeper user organizations make an impact using Salesforce.
The HomeKeeper team has these takeaways and resources for our user organizations to help make your jobs easier and programs better.
The HomeKeeper app in your Salesforce is a starting point to do amazing things!
Habitat Greater San Francisco was highlighted at the Salesforce.org Nonprofit Keynote, where their staff Lauren Shaughnessy shared how they use the Nonprofit Success Pack, HomeKeeper, and other apps to be an impact-first nonprofit. Learn how Habitat Greater San Francisco uses Salesforce in this case study. Habitat Greater San Francisco also presented on their partnership with a Salesforce architect through the Salesforce Pro Bono Program. Through hard work on both sides of this partnership, they created a dynamic, interactive and scalable tool to analyze 10 years of their services throughout the state of California.
Shaughnessy showed how she uses what they built to answer important questions about funding, demographics and more, in real time, such as how many homeowners in a county attended high school. This solution used data tracked in HomeKeeper, combined with external spreadsheets and Salesforce Einstein Analytics Studio.
Small companies and nonprofits are planning their Lightning migration
Salesforce introduced their Lightning user interface in 2016, and more and more user organizations are making the switch. Dreamforce 2018 was full of staff, project managers, developers and more sharing what they learned (and what they wished they’d known) before migrating to Lightning.
HomeKeeper is excited to become a Lightning ready app in 2018, and will be sharing resources to help our user organizations who choose to switch to Lightning.
Nonprofit options in Salesforce keep growing
Over 3,000 nonprofits attend Dreamforce. The Salesforce.org Product Roadmap highlighted resources and plans to continue expanding their Nonprofit Cloud. To help track fundraising, Salesforce offers the Lightning Batch Gift Entry tool in NPSP, as well as the Data Storage Optimizer to intelligently archive opportunity data over a long period of time.
Salesforce.org staff noted that 85% of nonprofits polled by Salesforce said using pro bono services for IT helps them more effectively deliver on their mission. If your organization has a 10-20 hour project in Salesforce where you could use assistance, apply for the Salesforce Pro Bono Program (and let us know if you build on HomeKeeper in your solution!)
Overall, this session pointed out the challenge of making repeatable solutions, since organizations are different worldwide. Using scaleable program management solutions like HomeKeeper help meet the unique needs of nonprofits to amplify their impact.
If you’re a nonprofit using HomeKeeper on Salesforce, check out these free resources:
- Nonprofit Cloud Keynote (recording)
- Growing Nonprofit Customer Trail Guide for small nonprofits
- Nonprofit Impact Measurement booklet
Extend your HomeKeeper usage with other Valuable apps
Staff from a mid-size nonprofit shared how he takes advantage of ready-made solutions in the session AppExchange for Nonprofits. HomeKeeper users took the first step to track their programs more easily by installing HomeKeeper in their Salesforce. As your program grows, the easiest way to scale up capacity (fast) is to take advantage of additional apps. Some apps are free, while many offer discounts for nonprofits (just like HomeKeeper). Explore the AppExchange, or check out these recommendations from Dreamforce presenters and the HomeKeeper team:
- Nintex Document Generation
- Rollup Helper – Roll up any Salesforce data (such as from a Service File to Contact for mailing lists)
- Volunteers for Salesforce
- Field Trip – Run reports on standard and custom field usage
- Universal Timeline – Interactive universal timeline component and satisfaction tracking
- Contacts Birthday Reminder
You don’t have to attend in person to learn from Dreamforce
- Watch highlights from 2018 at https://www.salesforce.com/video/ or 2018 Nonprofit Dreamforce videos
- Check the Salesforce website for recordings of sessions you’re interested in, they’ll be up soon! You can also see the sessions from DF 2017, which has videos up now!
- If you want to experience Dreamforce in person, save the date for 2019: November 19-22