Success Story
Industry
Nonprofit
How Oakland Public Education Fund Revolutionized Volunteer Data Management
5 YEars
of form building with FormAssembly.
100+
of volunteer forms managed yearly.
1000+
expense submissions completed yearly.
Overview
Oakland Public Education Fund, a nonprofit that leads the development of community resources in Oakland public schools, transformed their volunteer management by implementing live data updates through workflow and dynamic picklists and improved volunteer forms. By addressing manual tasks and data alignment issues in Salesforce, the team now efficiently manages hundreds of volunteer forms and thousands of expense submissions each year.
simple forms causing complex problems
Challenge
Oakland Public Education Fund realized the need to update the volunteer request processes that had been burdening their team with extensive manual upkeep. The process had limitations, and was essentially just a matter getting data from a form to Salesforce record. Even with that simplicity the data was not properly aligning with records in Salesforce, ultimately leaving the team with problematic data.”There were a lot of aspects that required upkeep.” Nathan noted. “If there were [any changes], suddenly it would no longer align with our records in Salesforce.”
“Dynamic picklists fundamentally changed [our process], it made it so that any changes in our database are immediately reflected on our live forms.”
Using forms to offer a customer portal
Solution
The team revolutionized volunteer management processes and volunteer forms by using multiple forms to create a customer portal experience for tracking progress or identifying next steps and incomplete forms. The portal featured forms pulling in Salesforce data that allowed users to check inquiry status and view next steps without accepting submissions.
The team also implemented Salesforce dynamic picklists to build complex expense submission forms, ensuring precise integration into Salesforce while offering an easy experience on the front-end. And to improve data accuracy, the team deployed workflows wit complex branching logic that created personalized form experiences in their customer portal.
Features that improved Oakland Public Education’s Volunteer Forms
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