Private Research University – Salesforce Staff Augmentation
40% reduction in manual administrative effort across stewardship and fundraising workflows
30% faster proposal progression through visual workflow prioritization
50% decrease in admin support requests through secure self-service tools
A private research university relied on Salesforce to support advancement, stewardship, and donor engagement at scale. Over time, layered automation, complex business rules, and staffing transitions increased operational strain. CUBE84 provided long-term Salesforce staff augmentation, embedding experienced practitioners to simplify automation, implement structured governance, and deliver custom Salesforce solutions. The engagement stabilized operations, improved fundraiser efficiency, and strengthened platform trust across teams.
The client is a private research university with a mission-driven focus on stewardship, donor trust, and long-term institutional impact. Advancement and development teams manage complex fundraising, reporting, and engagement processes supported by Salesforce.
Engagement Model : Salesforce Staff Augmentation
Primary Salesforce Capabilities : Salesforce Platform, Salesforce Flows, Apex, Custom UI Components
CUBE84 embedded senior Salesforce practitioners within the client’s team over multiple years. The focus centered on automation governance, custom workflow design, and scalable tooling that balanced flexibility with control. Solutions were delivered incrementally to support live operations without disruption.
The challenge was not Salesforce capability. It was cumulative complexity without guardrails.
These beliefs increased risk, slowed teams, and strained administrative capacity.
CUBE84 operated as an extension of the internal Salesforce team. Work began with high-impact workflows tied directly to stewardship and fundraising performance.
Automated Endowment Reporting was implemented using a combination of scheduled Apex and Salesforce Flows. Annual Case records were generated automatically for each giving designation, serving as a centralized hub for stewardship reporting. Ownership and status changes were orchestrated through Flows as records moved through each stage.
To support frontline fundraisers, CUBE84 built a Proposal Visual Management System using custom UI components. Proposals were surfaced in a visual queue that highlighted priority items and embedded recommended next steps, enabling fundraisers to focus attention where it mattered most.
Complex credit assignment logic was translated into Salesforce Flows, automating credit distribution across transactions involving multiple fundraisers. This ensured consistency with performance evaluation requirements while eliminating manual reconciliation.
Finally, CUBE84 delivered secure mass create and update tools using custom interfaces. Users could perform bulk actions without requiring access to Data Loader or elevated permissions, preserving governance while improving turnaround time.
As automation became more intentional, operational strain eased. Stewardship reporting moved from a manual, time-intensive process to a predictable annual workflow. Fundraisers gained clearer visibility into proposal priorities and next actions. Administrative teams saw fewer support requests as users handled more work independently.
Most importantly, Salesforce shifted from a point of friction to a system teams trusted to support their work.
“CUBE84 became an extension of our Salesforce team. Their ability to translate complex advancement requirements into reliable automation changed how we operate day to day. Our reporting is stronger, our fundraisers are more focused, and our platform finally supports the way we work.”
