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Retooling Nonprofit Salesforce.com with Apex
ONE/Northwest is leading an effort to retool our Salesforce code in Apex. We're currently working with NPower Seattle on learning and implementing Apex triggers and classes to radically revamp what we deliver to our consulting customers.
The main efforts we're beginning with are:
- Automated Householding
- Automated Individual Account
- Automated Marking of a Contact as Primary for an Account
- Automated Membership Status Calculating
- Automated Donor History Calculating
- Automated Contact Roles On Opp Import
- Donors on Campaings
- Automatically Activate Campaigns
- S-control that clones Opportunity
- S-control that helps create a new Opportunity
here's the:
- RolloutTimeline for this initial code
Possible future efforts:
- replace NewOpp scontrol w/ triggers (to avoid the save-then-edit routine that happens now)
- IndividualAccountProtection ??
