CASE
STUDIES
See how nonprofits and associations turn Salesforce and their AMS into results. These brief case studies show the challenge, solution, and outcomes: streamlined joins, point-in-time A/R, cleaner data, and smarter integrations. If you’re evaluating an implementation or targeted enhancement, you’ll see exactly how we work and how quickly impact follows.
Custom Join Process
The ESOP Association
Modern, duplicate-resistant member app built with LWC in Experience Cloud. Members follow a simple, consistent flow across membership types and finish in one sitting, while the component handles validations and mappings so data lands cleanly in Salesforce and Fonteva. Staff get real-time visibility to recover failed attempts, and pricing and landing copy update via Fonteva Items, reducing duplicates, cutting interventions, and protecting revenue.
Point-in-Time Fonteva
A/R Aging Report
Finance needed true point‑in‑time A/R; standard Salesforce/Fonteva couldn’t deliver. We built an installable LWC that reconstructs historical A/R from Fonteva Transactions for any date range, with instant Excel export and pagination under Salesforce security.
Month‑end prep dropped from 16 hours to 4, audit‑ready spreadsheets generate in under 2 minutes, and discrepancies are found in minutes. The package is customizable per org to match unique accounting rules.
READY TO
GET STARTED?
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