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This document is to provide guidance for orgs looking to see what their options are when using Volunteers for Salesforce (V4S), Program Management Module (PMM), or a combination of the two depending on their data needs. We looked at pros and cons of each of the possible solutions - PMM, V4S, PMM with customization, and hybrid of PMM and V4S.
The Community Sprint project group was originally formed to draft a recipe doc to connect Program Management Module (PMM) and Volunteers for Salesforce (V4S) open-source products!
The goal of this project is to create documentation defining use cases that apply to PMM vs. V4S and hybrid option. Documentation includes charts and screenshots of a Flow Builder process connecting PMM & V4S.
Currently, organizations using PMM & V4S have data living in both products. This solution is aimed at cleanly syncing the data across the two products and keeping data entry minimized (eg don’t need to enter everything twice once in PMM, once in V4S).
This project is intended for admins in nonprofit organizations currently using or looking for ways to connect PMM & V4S.
Artifact Document - Coming Soon!
The team created an infographic to highlight when to use PMM vs. V4S. Update previous documentation to include additional information options with the latest release. The group explored various users' stories and created a flow that could assist with a possible connection.
Artifact Document - Coming Soon!
Draft documentation started detailing various use case ideas. When to use PMM vs V4S, PMM only solutions, and possible hybrid model solution. Comparison chart for PMM and V4S (starting on page 4)
To work on this project in a scratch org:
- Set up CumulusCI
- Run
cci flow run dev_org --org devto deploy this project. - Run
cci org browser devto open the org in your browser.
- Team Leader(s): Deanne Walters & Sandra Prieto
- GitHub Scribe(s): Sandra Prieto Connect with us in the Power of Us Hub!
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Andrew Burnett | burnetaj | April 2021 Mini-Sprint | |
| Arturo Ordoqui | ArturoDemandBlue | April 2021 Mini-Sprint | |
| Charise Van Liew | charisevl | April 2021 Mini-Sprint | |
| Christopher Karpyszyn | chriskarpyszyn | April 2021 Mini-Sprint | |
| Deanne Walters | DatabaseDeanne | April 2021 Mini-Sprint | |
| Eileen Kapp | programmer2coder | April 2021 Mini-Sprint | |
| Emily Hicks-Rotella | emilymtwfy | April 2021 Mini-Sprint | |
| Grace Kim | gmkim12 | April 2021 Mini-Sprint | |
| Jessie Rymph | FORCETHESALES | April 2021 Mini-Sprint | |
| John Sim | jcpsim | April 2021 Mini-Sprint | |
| Johnny McInnes | JohnnyMac99 | April 2021 Mini-Sprint | |
| Justin Gilmore | justgilmore | April 2021 Mini-Sprint | |
| Kathryn Powell | yearofthepi | April 2021 Mini-Sprint | |
| Meaghan Lynch | Meg-Lynch | April 2021 Mini-Sprint | |
| Melissa Hill Dees | melissahilldees | April 2021 Mini-Sprint | |
| Michele McGeoy | MICHELEMCGEOYATCFG | April 2021 Mini-Sprint | |
| Ryan Rucker | rtr4 | April 2021 Mini-Sprint | |
| Sandra Prieto | sprieto37 | April 2021 Mini-Sprint | |
| Shayna Stockton | ShaynaStockton | April 2021 Mini-Sprint | |
| TJ Warfield | tj-warfield | April 2021 Mini-Sprint |
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Andy Green | Virtual- February, 2021 | ||
| Deepa Bedi | Virtual- February, 2021 | ||
| Anne Wiegersman | Virtual- February, 2021 | ||
| Clair Lam | Virtual- February, 2021 | ||
| Kelley Bevans | Virtual- February, 2021 | ||
| Polly Kornblith | Virtual- February, 2021 | ||
| Skye Tyler | Virtual- February, 2021 | ||
| Arturo Ordoqui | Virtual- February, 2021 | ||
| Sheeba Thukral | Virtual- February, 2021 | ||
| Jeremie Malengreaux | Virtual- February, 2021 | ||
| Adrienne McCue | Virtual- February, 2021 | ||
| Lance Petersen | Virtual- February, 2021 | ||
| Ryan Rucker | Virtual- February, 2021 | ||
| Sandra Prieto | Virtual- February, 2021 | ||
| Deanne Walters | Virtual- February, 2021 | ||
| Shawn Bass | Virtual- September, 2020 | ||
| Deepa Bedi | Virtual- September, 2020 | ||
| Jonathan Foerster | Virtual- September, 2020 | ||
| Meg Gray | Virtual- September, 2020 | ||
| Josh Jensen | Virtual- September, 2020 | ||
| Nandini Karamala | Virtual- September, 2020 | ||
| Maria Lawler | Virtual- September, 2020 | ||
| Abby Morrow | Virtual- September, 2020 | ||
| Trish Perkins | Virtual- September, 2020 | ||
| Justin Gilmore | Virtual- September, 2020 | ||
| Sheila Powell | Virtual- September, 2020 | ||
| Sandra Prieto | Virtual- September, 2020 | ||
| Deanne Walters | Virtual- September, 2020 | ||
| Brad Porterfield |