Social Impact Project for Salesforce Expert to Support Intake and Integration Failures
Project Description and Impact
Currently, our client intakes come through Formstack and integrate into our custom-built salesforce database. Instead of “leads”, they come in as organizations and matters. One intake form creates an organization profile and matter containing the specific legal issue the organization is seeking assistance with.
For some time now, if a returning client fills out an intake form, an integration error occurs and the matter is not created in salesforce. Worse, it creates multiple organization profiles for a single organization and sometimes matters can be scattered between duplicate profiles, making it difficult to find everything we’ve done for one organization - this also makes reports messy. The service paid up through the end of the year, but if moving to another system would be beneficial, I’m open to it.
By participating in the MovingWorlds Institute, you will first learn social impact frameworks and human-centered design before putting your existing skills and new knowledge to action.
This project accepts virtual experteers.
About the Hosting Organization
Lex Mundi Pro Bono Foundation is a Non-profit working on Legal Services.