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A three-year journey that expanded volunteer visibility, strengthened donor operations, and prepared the team for <strong>2–3x future growth</strong>
A three-year journey that expanded volunteer visibility, strengthened donor operations, and prepared the team for <strong>2–3x future growth</strong>
A three-year journey that expanded volunteer visibility, strengthened donor operations, and prepared the team for <strong>2–3x future growth</strong>

Managed Services and Salesforce NPSP Transformation

A three-year journey that expanded volunteer visibility, strengthened donor operations, and prepared the team for 2–3x future growth

Quarterly volunteer data cycle established for consistent impact reporting

Full migration from legacy automation to Salesforce Flows for maintainability

Complete system health remediation across NPSP, GetConnect, and integrations

Who They Are

Greater Albuquerque Habitat for Humanity builds affordable homes and strengthens community ties through volunteer-driven programs. Their work depends on coordinated volunteer management, accurate donor engagement tracking, and clear visibility across all outreach and program activities.

Surface Media

Salesforce Solution Summary

The transformation introduced a unified Salesforce NPSP ecosystem supported by Experience Cloud structures and a strengthened GetConnect volunteer platform. Key elements included aligned data models, quarterly data cycles, modern automation using Salesforce Flows, updated integrations, staff training, and long-term managed services. The engagement followed a phased delivery approach with continuous enhancements across 2021 through 2025.

At A Glance

Before
After
Volunteer data spread across systems
Centralized volunteer tracking with structured quarterly upload cycles
Manual data cleanup and inconsistent fields
Standardized objects, fields, and naming across NPSP and GetConnect
Limited executive reporting
Leadership dashboards with consistent program and engagement insights
Legacy workflow rules
Salesforce Flows supporting scalable automation
Integration errors from Donor Box
Clean, reliable donation sync with ongoing monitoring
Limited staff readiness
Focused training for volunteers, reporting, GetConnect, and functional roles

Beyond The Surface Problem

GAHH needed more than system updates. They needed stability and clarity in how data flowed across programs, volunteers, and donations. The team wanted confidence that every hour, task, and contribution was captured in one place. They also believed that consistent reporting would strengthen community outreach and fundraising efforts.

Two mindset challenges shaped the work:

  • The team had to shift from manual cleanup to structured, repeatable data processes.
  • Staff needed simple, dependable workflows that matched how they actually worked

GAHH’s Objective

  • Create a unified data environment across volunteers, donors, and programs
  • Prepare for 2–3x organizational growth within three years
  • Strengthen reporting to support leadership decisions and community storytelling

      
        We believe organized systems create organized action, helping every volunteer hours and donations translate into meaningful change.
      
    
      
        We believe organized systems create organized action, helping every volunteer hours and donations translate into meaningful change.
      
    Quote icon

We believe organized systems create organized action, helping every volunteer hours and donations translate into meaningful change.

Here’s How We Did It:

The engagement began with foundational cleanup across NPSP, Experience Cloud structures, and volunteer data that stretched back several years. CUBE84 realigned objects, standardized field names, and helped the team move away from disconnected spreadsheets toward system-driven workflows.

Next, volunteer operations were modernized through the GetConnect setup. We configured onboarding workflows, aligned the Salesforce data model, and introduced a quarterly upload cycle that created reliable visibility into hours, participation, and trends. This gave staff a consistent routine and clear expectations each quarter.

CUBE84 modernized automation by migrating legacy rules into Salesforce Flows. System health checks uncovered gaps in data quality, integration errors, and inconsistent fiscal year settings. Each item was resolved through a series of sprint-based enhancements. Staff received focused training on reports, volunteer workflows, and GetConnect operations, helping them adopt new processes with confidence.

Throughout the engagement, CUBE84 provided structured managed services that resolved day-to-day issues, implemented incremental improvements, and kept the system aligned with ongoing program changes.

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Transformation In Motion

GAHH now operates with a stable Salesforce NPSP environment that supports accurate volunteer reporting, donor visibility, and program tracking. Leadership can access reliable dashboards that reflect hours served, engagement trends, and fundraising patterns. Integrations run consistently, quarterly data cycles reduce manual effort, and the internal team uses Salesforce with more confidence.

These changes give GAHH a foundation strong enough to support its goal of doubling or tripling impact in the next three years.

Let’s Connect

FAQs

Salesforce NPSP, Experience Cloud structures, and the GetConnect volunteer platform were aligned to create a single operational environment. Automation was modernized using Salesforce Flows, and Donor Box integration issues were resolved.
Standardized data models, quarterly data cycles, updated automation, and clean integrations created a system that can support the organization's 2–3x growth plans without manual bottlenecks.
Faster reporting, cleaner data, smoother volunteer tracking, and fewer repetitive tasks. Staff also felt more capable due to targeted training.
Sustainable processes require clear naming conventions, stable integrations, and predictable routines for data management. Quarterly cycles became a cornerstone of long-term reliability.

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  • Data Migration
  • Development
  • Integration
  • Audits
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