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This project will figure out how to extend PMM to facilitate easier geographic reporting to meet the needs of funders, donors, and nonprofit staff.

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SFDO-Community-Sprints/Geo-Reporting-PMM

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Geographic Reporting enhancements for PMM and NPSP

Project Overview

Vision & Goals

Our goal is to create a reference architecture for users to be able to map addresses to geographic regions based on a given shapefile. For example, a frequent use-case for non-profits is reporting county-level data, but the standard functionality of the Data.com geocoder does not return data at that level -- only the latitude and longitude coordinates.

  • Provide a framework for someone lightly-familar with GIS to create reference records in Salesforce to map to non-standard geographies.
  • Create a solution that allows us to match a single latitude-longitude pair to one of the reference records.
  • Connect this geodata to program services and other objects leveraged in the PMM Module.
  • Create some basic reporting that would allow and end-user to analyze data based off the linkage to a region.

Project Vertical

Non-profit, Education, other use-cases as well.

Hub Group Link

Project Team

Sprint (10-20-2021):

Project Team Accomplishments

  • Created Demo video.
  • Cleaned up github!
Full Name Team Role Github Username
Justin Gilmore Group Leader justinsgilmore
Jon Sayer Contributor jonsayer
Meg Gray Contributor meggraySFDO

Sprint (06-09-2021):

Project Team Accomplishments

  • Created Geographic Definition object
  • Wrote Apex for consuming a latitude and longitude and returning the Geographic Definition that point is within
  • Wrote Apex for processing Geographic Definition records for use.
Full Name Team Role Github Username
Justin Gilmore Group Leader justinsgilmore
Mike Kikta Contributor mkikta-traction
Tina Brint Contributor jade888
Claudio Moraes Contributor crmoraes
Meera Nilekani Contributor radmeera
Jessie Rymph Contributor forthesales
Jon Sayer Contributor jonsayer
Peter White Contributor pawhite-gh

Project Resources and Documentation

Documentation can be found in the repository wiki

Future Contributions

  • Flow for identifying Geographic Definitions that do not use shape data but are definied in a hierarchy
  • Adding new fields to Geographic Definitions for hierarchical definition
  • Setup documentation

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This project will figure out how to extend PMM to facilitate easier geographic reporting to meet the needs of funders, donors, and nonprofit staff.

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