Coptic Orphans Donor Management Platform
By Pathos Ethos
Client
Services
Project Description
Coptic Orphans had one of the most complex data models we’ve seen in our organization’s history stored as custom Salesforce objects.This lead to a lot of technical challenge in created a web interface that used Salesforce as its direct data source.We solved this problem by creating an asynchronous data store for non-important Salesforce customer information that batch uploaded raw data to the correct locations.Another challenge laid in the the complexity of Coptic Orphans’ donor workflows. Having multiple funds with various triggers and allocations for each account required allowing a donor to be able to split their payments effectively without too much user experience overhead.We also had to account for how our application would allot each of those splits into the correct Salesforce opportunities and reconcile them against their accounts.One of the biggest challenges was with Coptic Orphans’ business rules around accepted currencies.During our discovery phase we could not find a suitable payment gateway that could accept both credit card and ACH payments in all of the currencies they had a global presence in, we ended up tying in multiple payment gateways that our user experience team had to navigate when presenting payment information to potential donors.Additionally, our development team needed to figure out how to represent each of those translated currencies as different opportunity objects within their Salesforce instance.
Coptic Orphans had one of the most complex data models we’ve seen in our organization’s history stored as custom Salesforce objects.This lead to a lot of technical challenge in created a web interface that used Salesforce as its direct data source.We solved this problem by creating an asynchronous data store for non-important Salesforce customer information that batch uploaded raw data to the correct locations.Another challenge laid in the the complexity of Coptic Orphans’ donor workflows. Having multiple funds with various triggers and allocations for each account required allowing a donor to be able to split their payments effectively without too much user experience overhead.We also had to account for how our application would allot each of those splits into the correct Salesforce opportunities and reconcile them against their accounts.One of the biggest challenges was with Coptic Orphans’ business rules around accepted currencies.During our discovery phase we could not find a suitable payment gateway that could accept both credit card and ACH payments in all of the currencies they had a global presence in, we ended up tying in multiple payment gateways that our user experience team had to navigate when presenting payment information to potential donors.Additionally, our development team needed to figure out how to represent each of those translated currencies as different opportunity objects within their Salesforce instance.
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