Salesforce Non Profit Setup for UK based GroundWork London

Challenges

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  When Groundwork London began their Salesforce journey in 2020 for an in-house energy advice and home auditing project, they faced several challenges typical of organizations new to Salesforce. They needed a partner who could provide deep expertise in Salesforce development and customization, guide them through best practices for implementation and administration, and build solutions aligned with their specific operational workflows. As Groundwork expanded to 10+ Salesforce instances across various projects, ensuring consistent quality and adaptability of their Salesforce solutions became critical to delivering high-impact outcomes within budget constraints.

Tools & Technologies

Solution

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  Custom Enquiry Forms with Visualforce: Developed dynamic enquiry forms tailored to Groundwork’s diverse community programs. These forms were embedded in Salesforce Sites to collect structured data and streamline participant onboarding.

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  Calendar Booking via Microsoft Graph API: Integrated Microsoft 365 calendar using Microsoft Graph API, enabling participants to book home energy audit sessions directly from Salesforce, synchronized with advisors' Outlook calendars.

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  SMS Notifications via Twilio: Integrated Twilio API to send real-time SMS confirmations and reminders to participants, improving communication and reducing appointment no-shows.

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  PDF Report Generation: Automated generation of personalized home audit reports in PDF format from within Salesforce, including dynamic data, charts, and branded templates ready for email delivery or download.

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  Multi-Instance Salesforce Strategy: Helped Groundwork scale their CRM strategy by designing reusable frameworks, components, and best practices. Enabled deployment across over 10 Salesforce orgs tailored to different business units.

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  Proactive Maintenance and Bug Fixes: Provided ongoing support and quick resolution of bugs and Salesforce updates to ensure seamless operations across Groundwork’s many Salesforce applications.

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  Enhanced Admin Knowledge & Release Management: Guided internal Groundwork teams on Salesforce admin roles, sandbox usage, deployment best practices, and change set management to empower self-service and smoother rollouts.

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  Agile Collaboration Model: Maintained a long-term, flexible partnership allowing Groundwork to scale technical resources up or down based on active projects, resulting in high-impact delivery with optimal cost-efficiency.

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  Multi-Org Architecture with Shared Best Practices: Enabled Groundwork to replicate success by building a core framework used across multiple Salesforce instances, supporting diverse teams without duplicating efforts. This reduced development overhead and ensured consistent data standards.

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  Community Program Monitoring & Analytics: Built dashboards and reports tailored to different program stakeholders—enabling real-time monitoring of outreach efforts, engagement rates, and impact metrics. This helped Groundwork demonstrate value to funding bodies and internal leadership.

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  On-Demand Technical Consultation: Acted as Groundwork’s go-to Salesforce advisor, helping evaluate new Salesforce features, app marketplace tools, and third-party APIs—ensuring every enhancement aligns with strategic goals and budget.

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  Cross-Platform iOS Integration Consulting: Provided architectural support for mobile projects requiring Salesforce-iOS integration, including secure API usage, mobile form factor guidance, and offline data capture.

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  Salesforce Site Optimization: Improved the performance and responsiveness of public-facing Salesforce Sites pages (including forms and info portals), ensuring accessibility across devices and lower bandwidth regions.

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  Environment Management & Deployment Strategy: Streamlined sandbox strategies and implemented version control practices (Change Sets & Git-based workflows) to reduce deployment errors and ensure smooth go-lives.