Conservation VIP is a Canadian non-profit who organise trips of volunteers to assist with conservation projects around the world. They use a third party website to collect traveller interest and registrations. This site provides them with a CSV file containing details of each traveller / potential traveller.
The team were keeping the two systems in sync by manually copying and pasting the CSV data into Salesforce, so asked for help to automate the process.
The standard features of NPSP data importer were used to create and update Contact records for their travellers, Campaigns (their trips) and Campaign Members (Contacts on trips). As well as using the configurable features of the NPSP Data Loader, a flow was added to extend the functionality to allow custom fields to be loaded into Campaign Member records
The presentation will walk through the scenario and how NPSP Data Importer and Flow were used to deliver the solution
If you would like to travel with Conservation VIP, see their website: https://conservationvip.org/
Stephen worked as a Success Manager and Success Architect for more than 10 years at Salesforce. His last 18 months was spent working in the non-profit segment, focused on resolving failed Salesforce implementations and preventing new failures by helping create solution approaches which can be implemented in a practical fashion. His average CSAT score from customers he helped in this time was …
Stephen worked as a Success Manager and Success Architect for more than 10 years at Salesforce. His last 18 months was spent working in the non-profit segment, focused on resolving failed Salesforce implementations and preventing new failures by helping create solution approaches which can be implemented in a practical fashion. His average CSAT score from customers he helped in this time was 4.98 (out of 5)
He is a Certified Application Architect and Certified System Architect and holds 25 Salesforce certifications. He is one of the most knowledgeable Salesforce experts in the world, holding over 2,500 Trailhead badges and more than 1.1 million Trailhead points
Unfortunately, Stephen was caught in the recent decision to layoff 10% of the Salesforce workforce so he is now looking to apply his problem-solving skills as an independent contractor
Linkedin: www.linkedin.com/in/stephenstanley
email: the.good.cloud.team@gmail.com
