A Community Sprint project group to draft a recipe doc to connect Program Management Module (PMM) and Volunteers for Salesforce (V4S) open source products!
The final product that this team created was a blog post about 3 different ways to track volunteers in Salesforce using PMM or V4S. Check it out here!
The goal of this project is to create documentation defining use cases that apply to PMM vs. V4S and hybrid option. Documentation includes chart and screenshots of Flow Builder process connecting PMM & V4S.
This project is intended for admins in non-profit organizations currently using or looking for ways to connect PMM & V4S.
https://powerofus.force.com/s/group/0F91E000000LmUJSA0
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Deanne Walters
- GitHub Scribe(s): Deanne Walters
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Deanne Walters | Virtual- October, 2021 | ||
| Lynda En | Virtual- October, 2021 | ||
| Nick Klein | Virtual- October, 2021 | ||
| Junette Tan | Virtual- October, 2021 | ||
| Albane Le Provost | Virtual- October, 2021 | ||
| Durdana Tazrian | Virtual- October, 2021 |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Sandra Prieto | Virtual- June, 2021 | ||
| Deanne Walters | Virtual- June, 2021 | ||
| Debbie Lee | Virtual- June, 2021 | ||
| Skye Tyler | Virtual- June, 2021 | ||
| Arundathi Gunturu | Virtual- June, 2021 | ||
| CJ Wilkerson | Virtual- June, 2021 |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Andrew Burnett | Virtual- April, 2021 | ||
| Christopher Karpyszyn | Virtual- April, 2021 | ||
| Johnny McInnes | Virtual- April, 2021 | ||
| Meaghan Lynch | Virtual- April, 2021 | ||
| Justin Gilmore | Virtual- April, 2021 | ||
| Arturo Ordoqui | Virtual- April, 2021 | ||
| TJ Warfield | Virtual- April, 2021 | ||
| Melissa Hill Dees | Virtual- April, 2021 | ||
| Shayna Stockton | Virtual- April, 2021 | ||
| Michele McGeoy | Virtual- April, 2021 | ||
| Emily Hicks-Rotella | Virtual- April, 2021 | ||
| Kathryn Powell | Virtual- April, 2021 | ||
| Eileen Kapp | Virtual- April, 2021 | ||
| Ryan Rucker | Virtual- April, 2021 | ||
| Charise Van Liew | Virtual- April, 2021 | ||
| Jessie Rymph | Virtual- April, 2021 | ||
| John Sim | Virtual- April, 2021 | ||
| Grace Kim | Virtual- April, 2021 |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Andy Green | Virtual- February, 2021 | ||
| Deepa Bedi | Virtual- February, 2021 | ||
| Anne Wiegersman | Virtual- February, 2021 | ||
| Clair Lam | Virtual- February, 2021 | ||
| Kelley Bevans | Virtual- February, 2021 | ||
| Polly Kornblith | Virtual- February, 2021 | ||
| Skye Tyler | Virtual- February, 2021 | ||
| Arturo Ordoqui | Virtual- February, 2021 | ||
| Sheeba Thukral | Virtual- February, 2021 | ||
| Jeremie Malengreaux | Virtual- February, 2021 | ||
| Adrienne McCue | Virtual- February, 2021 | ||
| Lance Petersen | Virtual- February, 2021 | ||
| Ryan Rucker | Virtual- February, 2021 | ||
| Sandra Prieto | Virtual- February, 2021 | ||
| Deanne Walters | Virtual- February, 2021 |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Shawn Bass | Virtual- September, 2020 | ||
| Deepa Bedi | Virtual- September, 2020 | ||
| Jonathan Foerster | Virtual- September, 2020 | ||
| Meg Gray | Virtual- September, 2020 | ||
| Josh Jensen | Virtual- September, 2020 | ||
| Nandini Karamala | Virtual- September, 2020 | ||
| Maria Lawler | Virtual- September, 2020 | ||
| Abby Morrow | Virtual- September, 2020 | ||
| Trish Perkins | Virtual- September, 2020 | ||
| Justin Gilmore | Virtual- September, 2020 | ||
| Sheila Powell | Virtual- September, 2020 | ||
| Sandra Prieto | Virtual- September, 2020 | ||
| Deanne Walters | Virtual- September, 2020 |
Currently organizations using PMM & V4S have data data living in both products. This solution is aimed at cleanly syncing the data across the two product. Data entry is minimized (eg don’t need to enter everything twice once in PMM, once in V4S)
October Sprint 2021: Talked about the vision for the team. It was summed up by how do we explain about the different volunteer management options with PMM; it could include V4S or it could not. Then talk about different volunter management options and started to draft up what they would look like.
June Sprint 2021: Reviewed and updated existing Flow recipe doc. Also found limitations with the current data architecture so are re-looking at our data architecture and rethinking it.Cleaned up the wiki pages, wording and started looking at Github page that we were hoping to use to share the connections. Explored and created new data architecture for the connections for hybrid solution with best reporting options. Documented the ERD and flow started.
April Virtual Mini Sprint 2021: Finalized the creation of Flow with Connections objects to connect Volunteer Hours and Service Delivery (in GitHub and documentation) Cleaned up and created documentation Wiki pages for the various items worked on in past sprints.
February Virtual Sprint 2021: The team created an infographic to highlight when to use PMM vs. V4S. Update previous documentation to include additional information options with the latest release. The group explored various users' stories and began to work on a flow that could assist with a possible connection.
September Virtual Sprint 2020: Draft documentation started detailing various use case ideas. When to use PMM vs V4S, PMM only solutions, and possible hybrid model solution. Comparison chart for PMM and V4S (starting on page 4)
October Virtual Sprint 2021: Get access to Metecho back! Flesh out documentation and structure of different PMM and volunteer management options. Decide how to publish the documentation.
June Virtual Sprint 2021: Continue documentation and exploring flow started.
April Virtual Mini Sprint 2021: Complete the flow that was started and create documentation.
February Virtual Sprint 2021: Further explorer other uses cases and possible connections and explore ways to use current info to finalize a recipe doc.
September Virtual Sprint 2020:Possible items to explore include the various connections after new PMM Winter release in addition to how to migrate data from V4S to PMM. Looking at creating a recipe doc similar to (https://powerofus.force.com/s/article/NPSP-Custom-Rllps-Recipes). With the PMM winter release we are looking at connecting Service Sessions object with a V4S object.
Connection Junction Object Version 2.0 - https://docs.google.com/document/d/1YDtT471jWsCwwC346CV0xK7upJM6CBlBJtgKlXmn8hI/edit?usp=sharing Connection Junction Object 1.0 - https://docs.google.com/document/d/1c5G0P1isjvAwNd7PWoZ997b3OgLK1XzeAppNjjk5H6c/edit?usp=sharing Jamboard - https://jamboard.google.com/d/1T0g_fahg2ES7MhyFRHArDstwbVtzvuu6ziW2IG0XnDM/edit?usp=sharing Google Doc - https://docs.google.com/document/d/1osMFz2RIHEzABUDrk8wVOor2JmxjmYHudgAobXJZe-8/edit?usp=sharing Flow for Hybrid Volunteer Hours - https://drive.google.com/file/d/1HkG1JDPxbHj2PJ8hmgad_vNAFfRxRdIl/view?usp=sharing
PMM + V4S: 1 Client to Many Volunteer User Story Google Doc: https://docs.google.com/document/d/11rkmEFzYw1YFm-gZgWH-La11FxQ4sM1Ru8G_Mya1KG8/edit?usp=sharing
PMM + V4S: Flow with junction object for Many to Many relationship: https://docs.google.com/document/d/1c5G0P1isjvAwNd7PWoZ997b3OgLK1XzeAppNjjk5H6c/edit
PMM v. V4S Infographic : https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:d0a8dec8-485f-4b0e-ae41-7e12239abf04
October 2021 Sprint Visions and Measures plus looking into different PMM and volunteer management options: https://docs.google.com/document/d/1z6M4PdzDb0eOY58Q2rO3Dy1JqamXKaqPgkNRZiCZk1M/edit
Important: If you have specific asks to help move this project forward we would recommend that you list them here, but also create separate Issues for each and add the label of "help wanted". This is a well-worn best practice for projects living in GitHub.
To work on this project in a scratch org:
- Set up CumulusCI
- Run
cci flow run dev_org --org devto deploy this project. - Run
cci org browser devto open the org in your browser.