Craftsman’s work with San Antonio Food Bank focused on two key objectives:

• Improve the volunteer experience. SAFB was implementing a new volunteer calendar, which would be custom-built for their website by another partner. CTG was needed to build the code to integrate the calendar with the volunteer structure in Salesforce.

• Renovate and reduce technical debt. CTG would review volunteer-related forms and automation and make updates to streamline processes and reduce errors.

• CTG worked with the third-party partner to implement the new volunteer calendar. This works with San Antonio Food Bank’s existing structure of Volunteers for Salesforce shifts and jobs, and allows a lot more flexibility than the prior calendar. Volunteers can now filter by specific options and have a more user-friendly experience.
• CTG did a deep-dive into errors that were occurring during San Antonio Food Bank’s volunteer process. Based on the results of the audit, CTG updated and consolidated San Antonio Food Bank’s automation. This included creating a consolidated single flow for some specific objects that previously had multiple process builders, flows, and workflow rules running on an object update. Additional improvements were identified for Craftsman’s Managed Services team to to work on over time.
• CTG worked with San Antonio Food Bank to revamp their volunteer portal. Previously, San Antonio Food Bank was using a Salesforce personal site that was part of Volunteers for Salesforce. The site was not customizable and caused a lot of errors when updating data. It was built in Visualforce code, which made it very challenging to troubleshoot those errors. Building a portal in Experience Cloud was more than what San Antonio Food Bank was looking for at this point in time, so CTG found a middle ground and used FormAssembly to build a replacement for the Portal. This is a FormAssembly page that prefills volunteers’ shift information and personal details and allows them to update it. This solution does not use code and is much easier to maintain and less prone to errors than the previous solution that San Antonio Food Bank had.
• CTG updated and streamlined San Antonio Food Bank’s volunteer registration forms. CTG worked with San Antonio Food Bank to make specific updates to their volunteer registration forms, including field changes and updates to the Salesforce/FormAssembly mapping to reduce duplicates and eliminate redundant or out-of-date sections.
• As part of the project, CTG also documented how all of the forms and automation worked together. San Antonio Food Bank has a fairly complex volunteer setup and this was an important way for staff to be able to better identify where errors might be coming from.

The project team worked closely with San Antonio Food Bank’s Client Success Manager throughout the project. The existing Managed Services relationship gave CTG’s project team a better understanding of the scope of work needed for success.  The communication between the two teams throughout the course of the project, created a seamless handoff  when the project was completed. This has enabled the San Antonio Food Bank to welcome volunteers with more confidence in their registration, sign up, and check in processes.

The completion of this project will allow Managed Services the structure they need to better assist SAFB with volunteer system issues moving forward.  Issues around volunteer automation and signup forms will be easier to troubleshoot since unnecessary code has been removed, and forms and automation have been streamlined. Thanks to this project, the volunteer system is well mapped, which will help Managed Services to identify  specific areas of that need to be addressed.

• Salesforce NPSP and Volunteers for Salesforce

• FormAssembly Enterprise Cloud

• Metric Media (technology partner for the calendar)