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How to make your Salesforce org do more for nonprofit programs and service delivery. The theory and practice of leveraging world class tech for social impact.

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Tag: inventory management

How to Manage Program Supplies (Inventory) on Salesforce – Part 3: Automate with Flow

A crucial part of automation in this app is the bulk creation of inventory records whenever supplies are added to inventory and the bulk update of those records when they are removed from inventory…

Flow Builder, inventory management, Process Builder, program supplies

How to Manage Program Supplies (Inventory) on Salesforce – Part 2: The Data Map

In this post, we’ll take a look at what requirements a robust inventory system would meet and the ensuing ramifications for our data map…

Data Schema, inventory management, junction object, program supplies

How to Manage Program Supplies (Inventory) on Salesforce – Part 1: Wait, but why?

The goal is simple: to know what supplies we have and how we got them, their quantity, value, and location. Stewardship of resources…

Data Schema, inventory management, program supplies
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