Salesforce Integration
A Proposed Project to support the Veteran Home-Repair Programs through Connected systems.
Veterans Home Repair Program- A project design to connect a nonprofit’s program operations with a State funding system, using Salesforce-to-Salesforce integration.
— KEY GOALS
Stronger Programs
Connected Systems
Greater Impact
Improve how program applications and funding information flow.
Enable secure Salesforce-to-Salesforce integration.
Support veterans and community stability through efficient programs.
— THE CHALLENGE
A complex process with disconnected systems
A nonprofit veteran home-repair program required a more efficient way to exchange program and funding information with a State system.
Manual processes created delays, increased the risk of data errors and inconsistent information handling.
Key Considerations
Reduce reliance on manual coordination
Maintain data security and appropriate access to client files
Create a clear, reliable path from application to funding and construction
— SOLUTION ARCHITECTURE
A secure connection between organizations
A high-level view of the Salesforce-to-Salesforce integration design.
– IMPACT
A more efficient path from application to impact
The proposed integration would create a more streamlined, transparent, and secure process, helping more clients receive the support they need
Greater Efficiency- less manual work and faster processing
Improved Transparency- Clear status tracking across organizations
Community Impact- Helps the nonprofit move from application to access to funding to implementation faster and with reliability
Proposed integration design developed as a pro-bono Salesforce project. Implementation was not completed during the engagement.