2023 March Sprint

Attendees:

• Dar Veverka, [email protected] , Idealist Consulting
• Trish Perkins [email protected], Worldstouch
• April Del Prete, [email protected], Salesforce Administrator
• Stacey Kozak, [email protected], Business Analyst
• Dee Adeyemi, [email protected], Salesforce Admin/Bus. Analyst
• Aparna W, [email protected] , Salesforce Administrator

Project Overview

Offline Capable Survey Tool for Nonprofits with Field Workers

GRMS is a Salesforce solution providing custom mobile survey capabilities to Nonprofits, enabling workers and volunteers in the field to collect program and service data anywhere, and easily sync critical data to their Salesforce platform. With the customizable Salesforce Package, Nonprofit Admins create and manage custom surveys, configure field workers and volunteer mobile app users, create and update records with survey data, and visualize survey results in reports and dashboards. A survey pack with sample fields for disaster relief and home healthcare use cases is included to get started fast. Learn more about this project: Project GitHub Repo & Wiki.

• Jobs to be done at the Sprint:
  • Admin - Breakout Room1:
    • Product demo & feedback
      • Demo Org
      • Android Emulator
    • New Roadmap Poll - Help us decide our upcoming features *
    • Brainstorm ideas for more survey packs & automation
      • Current Edition has Home Health Care & Disaster Relief
  • Documentation/Marketing - Breakout Room 2:
    • Edits/proofing - Wiki Pages
      • Original documentation it was pulled from is here.
      • Drop Feedback here please
    • Creating 2-3 minute How To Video Install Scripts for GRMS
      • Brainstorm what parts of the documentation should have short, 2-3 minute video walk throughs
      • Use the Script Checklist as a guide
      • Place in progress & completed scripts in the Scripts Folder
    • Social Media/Marketing - brainstorm & write up ideas. Help with Dreamin’ presentation outlines
      • Ideas on this doc below or in Marketing Folder
    • Translations!
      • Translate this JSON file! (be sure to click on the down arrow to see all the lines in the file)
      • Drop translated files here
  • Admin Install break out room (depends on demand) - Breakout Room 3
  • Development help always needed!
• Specific Skills needed:
• Admin: Installing package in a Salesforce org, following instructions to setup Heroku/phone apps.
• Documentation/Marketing: Tech Writing, Github Pages, Google Slides, social platforms, etc.
• Development: React Native, Heroku Skills, Android & iOS packaging, Node.js, Yarn & Expo-cli