Grass Roots Mobile Survey

App

The teamDedicated to nonprofit success with data gathering in the field

Trish Perkins

Trish is a Salesforce

consultant with clients both

International and in the US.

Bhim Raj Mainali Shun Kosaka

Bhim is the System Admin at

Hayden Hall, a social and

health services charity in

Darjeeling, India where we

have 12 field workers using

the 1st build of the app.

Shun is a Salesforce

architect/developer at

Accenture in Tokyo, Japan.

He has mobile app dev

experience.

Those who started the work with us

Luis Gaurav Anmol

Umangshu Kamal Deeksha

Vision statement: All the world’s fieldworkers

will have free access to

mobile surveys that sync to

Salesforce.

The problem

Salesforce is a great solution for the

world’s nonprofits. With its ten free

licenses, the office is covered. But

many nonprofits need field workers,

teachers, or first responders visiting ,

clients, students, beneficiaries, and

there is no free mobile app that helps

them do their job.

Mobile technology is all

over the world. Let’s make

a mobile app accessible to

the smallest Salesforce

orgs working with the

grass roots.

The solution

MilestonesThe 2nd version, aimed at a wider audience is almost ready for testing. We need additional

help to get us over the last hurdles, and out to market.

2015Pilot project at Hayden

Hall with paper forms

2017Finally! A Salesforce

engineer builds Proof of

Concept.

2018MTX B2B makes this

their CSR project. 1st

Build

2019Field testing with 12

phones begins

2020Rebuilding to make

accessible to all

Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec

Bhim Raj Mainali,System Administrator

Our Users

Field Workers of all types

Health Workers

Classroom Teachers

Disaster Team Members

Anybody away from the office, with data to enter into the system

User Story:

The <field worker> or <classroom teacher>

wants to <record the data in the field>

so that <we can measure the impact of their work> and <show the board/exec director

what we are accomplishing with our constituents>

Live Demo!

Login Screen

The Main Screen

Record Types in the App & Salesforce Survey

Object

Creating a New Survey

Synced Survey

Shun Kosaka,

Developer

How it works

Mobile App

(React Native)

Heroku App(Expose Login API Endpoint )

Auth0 Add-on(Manage User ID/PWs)

Salesforce2. Login with an API user

3. Provide access token

1 . Authenticate Users

4. Communicate with Salesforce using access token

Data Model

● Standard contact object is used

to manage the app users and

the clients to visit

● Custom Metadata is used to

localize the app for easy

customization and for a single

integration user

Survey(Custom Object)

Contact

Localization(Custom Metadata)

User-Client Relation(Custom Object)

Many-to-Many

Manage Users, clients, students, disaster victims, etc.

Manage translated labels in the app

Find our app in GitHub

@SFDO-Community-Sprints/GrassRootsMobileSurveyApp

Additional

Resources

GitHub:

https://github.com/SFDO-Community-

Sprints/GrassRootsSurveyMobileApp

Power of Us Hub Group:

https://powerofus.force.com/s/group/

0F91E000000LnyySAC/sprint-project-

grassroots-mobile-survey

Email Trish:

worldstouch@gmail.com

Questions?

Thank You to our Champion Sponsors

Thank you

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