One of the appealing aspects of working as a Salesforce Partner is Salesforce’s drive to use business as a positive driver for change. Through its philanthropic 1-1-1 model, Salesforce.org has given more $230 (£187) million in grants, 3.2 million hours of community service, and provided product donations for more 37k nonprofits and higher education institutions.
We at Time Technology are trying to do our part in support of this effort and have recently started working with the charity Citizens Advice Waverley in Surrey. In addition to providing free, independent and confidential advice, the charity campaigns for social justice so that individuals do not suffer through a lack of knowledge or an inability to express themselves effectively.
Citizens Advice Waverley had been struggling for some time to get GDPR related notifications working in their Salesforce Org. Time Technology happily donated some of our lead Salesforce Consultant Greg Smith’s time to resolving the problem.
Following this pro-bono project, Citizens Advice Waverley’s Salesforce Admin and District Marketing Officer, Kerry Payne, said “Despite much perseverance, I couldn’t get our processes to work for our various email alerts. We needed time-triggered alerts for 6 years and 10 years, and as it transpired Salesforce has a time limit on workflow rules. Greg helped us to fix this problem using a simple formula field, and I learnt a lot from seeing how he approached the problem. Our charity can now be confident that we have a robust process in place for the keeping and destroying of records in accordance with Data Retention Policies. We are very grateful to Time Technology for their valuable help and their Salesforce expertise.”
We look forward to continuing to help Citizens Advice, and other charity organisations, in support of the Salesforce 1-1-1 model.