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Center for Employment Opportunities

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Jessie Grenfell's presentation to the Salesforce NYC Nonprofit User Group

Jessie Grenfell's presentation to the Salesforce NYC Nonprofit User Group

Published in Economy & Finance , Career
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Transcript

  • 1. Jessie Grenfell Database/CRM Manager [email_address]
  • 2. About CEO
      • INDUSTRY : Non-Profit
      • EMPLOYEES : 160
      • GEOGRAPHY : New York City
      • # USERS : 65
      • PRODUCT(S) USED : SFA, Service & Support, 4 downloaded AppExchange applications
    The Center for Employment Opportunities (CEO) is dedicated to providing immediate, effective and comprehensive employment services to men and women returning home from prison and detention facilities to New York City. Our highly structured and tightly supervised programs help participants regain the skills and confidence needed for a successful transition to a stable, productive life.
  • 3. System Integration – DBAmp/Pro
    • Phased implementation required transfer of data between Salesforce and our in-house system
    • Job scheduled using DBAmp/Pro transfer data between the systems
    MS SQL Server Participant Case Notes (nightly) Job Placements (3x a day) Participant Suspensions/Reactivations (every 30 minutes) Salesforce.com New Participants (nightly) Historical Data (as needed) DBAmp/Pro
  • 4. Participant Process S M T W T F S WEEK 1 Job Readiness Training First Meeting with Job Developer WEEK 2+ Paid Transitional Employment Job Placement usually occurs within 2-3 months of arrival at CEO Meet with Job Developer & Job Coach Post-Placement staff track participant progress for 2 years after placement. S M T W T F S
  • 5. Prescription Tasks
    • The Job Developer (JD) assesses job-start-readiness (JSR)
    • The Job Coach (JC) addresses issues for those assessed not job-start-ready
    Job Development Continually Re-assess JSR Job Placement Job Retention JSR JC Assessment of Progress to JSR and Barrier Status Re-evaluate: Recommend JSR or More Time Implement Action Plan - Tip Sheets JC Action Plan for Prescription and Plan to Mediate other Barriers JD Prescription Not JSR Task sent to JC Task to JD Task to JD Subsequent Meetings Subsequent Meetings 1 st Meeting with JC Task to JC = Tasks created automatically by Workflow Rules
  • 6. Participant Timeline
    • S-Control downloaded from the App Exchange
    • Data from custom objects added to the timeline
  • 7. Apex Code
    • Triggering field updates / record inserts
      • New status record (“JSR” or “Not JSR”) inserted for participant
    New Job Start Readiness Assessment record
      • New status record (“Placement”) inserted for participant
    New Job Placement record
      • New status record (“Lost Job, Re-engagement pending”) inserted
    Placement record updated with Last Day Worked
      • Previous status updated with an End Date
    New status record entered
  • 8. Apex Code
    • Enforcing rules that are across objects.
    • Examples of errors triggered by Apex:
      • A Job Placement is entered for a Participant who is not Job Start Ready.
      • The Company of an Opportunity (job order) does not match the Company in a Placement.
      • A JSR Assessment is entered for a participant who is Inactive.
  • 9. Jasper4Salesforce
    • Jasper4Salesforce
      • True SQL queries
      • Ability to automatically email reports on a schedule
      • Pixel-perfect reports:
  • 10. Follow Ups Due Report
    • The Follow Up Unit verifies employment at particular milestones (30 days, 60 days, etc.)
    • Milestones are calculated based on Continuous Employment logic- participant is continuously employed as long as there is less than a 60 day gap between jobs.
  • 11. Thank You Jessie Grenfell Database/CRM Manager [email_address]