Cases
Transforming Community Funding Management with a Salesforce-Powered Portal
A comprehensive community portal for streamlined funding request management and improved user experience.
Scope
Unboxx partnered with a mission-driven client to develop a community portal using Salesforce Experience Cloud. The goal: empower community members to submit funding requests, while giving the client full visibility into every stage of the process—from submission to disbursement. The system had to seamlessly integrate into their existing Salesforce instance to streamline approval workflows and lifecycle tracking.
Our Solution
🔧 Custom Object Architecture
- Designed 5 custom Salesforce objects tailored for funding lifecycle management.
- Objects included: Payments, Milestones, Hedera IDs, and more—enabling granular tracking.
🔄 Seamless Data Sync
- Implemented automation to sync portal submissions with Salesforce backend.
- Ensured all activity was consistently reflected on both Salesforce and the Hedera blockchain network.
⚙️ Workflow Automation
- Built Flows and Process Automations to manage:
- Funding application review
- Milestone validations
- Real-time status notifications to users
Key Benefits
- 70%+ Time Saved through reduced manual entry and approval overhead.
- Real-Time Tracking of funding milestones, reducing errors and confusion.
- Automated Alerts kept applicants informed and boosted transparency.
- User-Friendly Portal led to a surge in engagement and funding submissions from the community.
Case Studies
Experiences with Passion, Precision and Purpose
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