The teamDedicated to nonprofit success with data gathering in the field
Trish Perkins
Trish is a Salesforce
consultant with clients both
International and in the US.
Bhim Raj Mainali Shun Kosaka
Bhim is the System Admin at
Hayden Hall, a social and
health services charity in
Darjeeling, India where we
have 12 field workers using
the 1st build of the app.
Shun is a Salesforce
architect/developer at
Accenture in Tokyo, Japan.
He has mobile app dev
experience.
Vision statement: All the world’s fieldworkers
will have free access to
mobile surveys that sync to
Salesforce.
The problem
Salesforce is a great solution for the
world’s nonprofits. With its ten free
licenses, the office is covered. But
many nonprofits need field workers,
teachers, or first responders visiting ,
clients, students, beneficiaries, and
there is no free mobile app that helps
them do their job.
Mobile technology is all
over the world. Let’s make
a mobile app accessible to
the smallest Salesforce
orgs working with the
grass roots.
The solution
MilestonesThe 2nd version, aimed at a wider audience is almost ready for testing. We need additional
help to get us over the last hurdles, and out to market.
2015Pilot project at Hayden
Hall with paper forms
2017Finally! A Salesforce
engineer builds Proof of
Concept.
2018MTX B2B makes this
their CSR project. 1st
Build
2019Field testing with 12
phones begins
2020Rebuilding to make
accessible to all
Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
Our Users
Field Workers of all types
Health Workers
Classroom Teachers
Disaster Team Members
Anybody away from the office, with data to enter into the system
User Story:
The <field worker> or <classroom teacher>
wants to <record the data in the field>
so that <we can measure the impact of their work> and <show the board/exec director
what we are accomplishing with our constituents>
How it works
Mobile App
(React Native)
Heroku App(Expose Login API Endpoint )
Auth0 Add-on(Manage User ID/PWs)
Salesforce2. Login with an API user
3. Provide access token
1 . Authenticate Users
4. Communicate with Salesforce using access token
Data Model
● Standard contact object is used
to manage the app users and
the clients to visit
● Custom Metadata is used to
localize the app for easy
customization and for a single
integration user
Survey(Custom Object)
Contact
Localization(Custom Metadata)
User-Client Relation(Custom Object)
Many-to-Many
Manage Users, clients, students, disaster victims, etc.
Manage translated labels in the app
Additional
Resources
GitHub:
https://github.com/SFDO-Community-
Sprints/GrassRootsSurveyMobileApp
Power of Us Hub Group:
https://powerofus.force.com/s/group/
0F91E000000LnyySAC/sprint-project-
grassroots-mobile-survey
Email Trish: