VSALESFORCE SALES CLOUD & EXPERIENCE CLOUD
Migrated from Salesforce Classic to Lightning UI
for better usability and flexibility.
Public Communities and custom forms launched
for efficient travel authorization and data intake.
Centralized reporting and dashboards
for a 360° view of key analytics.
Partners of the Americas, a 501(c)(3) nonprofit dedicated to connecting communities and organizations across the Western Hemisphere, faced challenges with an inefficient Salesforce setup that limited visibility, reporting accuracy, and cross-department operations. CUBE84 delivered a comprehensive Salesforce transformation — migrating to Lightning, reconfiguring data structures, implementing Public Communities for streamlined external data collection, and introducing Salesforce Maps and dashboards. The outcome was centralized data, improved reporting, and scalable processes that support multiple departments without disrupting day-to-day operations.
Partners of the Americas is a nonprofit, non-partisan organization that builds lasting solutions across the Americas by connecting local organizations and individuals with funding opportunities and empowering civic engagement. Since its founding in 1964 under the Alliance for Progress, the nonprofit has nurtured volunteer-led programs in agriculture, education, community development, and more.
CUBE84 engaged with Partners of the Americas through an Estimated Projects engagement focused on optimizing Salesforce for improved analytics, data management, and user experience across departments. The solution included:
Partners of the Americas relied on outdated Salesforce functionality and lacked mechanisms to efficiently collect, organize, and report data across multiple departments. Without a modern UI, standardized forms, or consistent data structures, teams struggled to generate accurate organization-wide insights and manage cross-cutting workflows like travel authorization and program participation tracking.
The CUBE84 team began by migrating the organization from Salesforce Classic to Salesforce Lightning, unlocking improved UI performance and configuration options. Next, they created Public Communities that included custom travel authorization forms and simplified data entry interfaces that could be accessed externally by partners and program participants.
To unify reporting and analytics, CUBE84 redesigned the Salesforce data model, enabling clean metrics and reliable dashboards. Salesforce Maps was deployed to add geographical visualization of accounts, improving planning and outreach capabilities. Finally, CUBE84 established unshared divisions within the Salesforce instance to support multiple departments independently without risking data leakage or interference.
Following implementation:
Leadership now has a scalable, modern Salesforce platform that supports growth across departments while maintaining data integrity and analytical clarity.
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