How did Salesforce Experience Cloud enhance a foundation's global collaboration and regional impact?

The Challenge

As the client’s initiatives and collaborations expanded, managing the growing number of endowment funds and requests became increasingly complex. The need for a more efficient system to track donations, process fund requests, and automate approvals was evident. Manual processes slowed down fund allocation, created bottlenecks, and impeded the organization’s ability to respond to pressing needs. To support the sustainable disbursement of funds and improve collaboration with partners, a robust digital solution was required.

The Solution

The client partnered with VISEO to implement a transformative solution using Salesforce App Cloud and Salesforce Community Cloud. This solution provided an end-to-end Endowment Fund Tracking System designed to simplify fund management and accelerate decision-making processes. Key features included:

• Drawdowns from Beneficiaries via the Partner Community Portal: Beneficiaries could submit fund requests through a secure, user-friendly portal, enhancing communication and transparency.
• Disbursement Management: Automating fund allocation ensured timely and accurate distribution, eliminating delays.
• Approval Process and Automation Workflows: The automation of approval workflows reduced administrative overhead and allowed for faster fund disbursement.

This technology-enabled transformation allowed the client to improve their operational efficiency while ensuring compliance with financial oversight requirements.

Achievements Unveiled

The introduction of Salesforce technology had a significant impact on the client’s operations:

• Increased Efficiency: The automation of previously manual tasks saved time and resources, allowing the organization to focus on its core mission.
• Greater Transparency: Beneficiaries gained real-time access to the status of their fund requests, building stronger trust and partnerships.
• Faster Disbursements: Approval processes were dramatically streamlined, reducing processing times from days to hours.

The Outcome

The implementation of Salesforce App Cloud and Community Cloud transformed the client’s endowment fund management. By automating workflows and providing a scalable platform for fund tracking and disbursement, the organization could respond more quickly to community needs. This digital transformation enabled them to strengthen international collaborations, deepen community networks, and enhance regional capabilities, all while ensuring that resources reached those who needed them most.

Does the Salesforce Community Cloud still exist?

Have you been searching for the Community Cloud and wondering if it still exists? The answer is yes and no. The Salesforce Community Cloud was rebranded to the Salesforce Experience Cloud. The same technology and features that largely made up what is Community Cloud in Salesforce still remain with a focus on creating Salesforce communities and digital experiences.