Food Connect
Food Connect
ROLES
AUTOMATION AND
FLOWS
Automation Tools for Streamlined Operations
Salesforce flows were utilized to automate
processes:
• Screen Flows: For guided data entry.
•Record-Triggered Flows: Automatically initiate
tasks upon the creation of specific records.
• Scheduled Flows: Automate routine updates. Example: A
flow is set up to create tasks automatically when a new
venue record is added, ensuring no manual steps are missed
CUSTOM REPORTS AND
DASHBOARDS
Real-Time Reporting and Visualization
• Custom Report Types: Tailored to combine data
from objects like Venue, Task, and Volunteer for in-
depth analysis.
• Dashboards: Visual representation of key data such
as active venues, tasks completed, and volunteer
engagement. Components like charts and tables
provide project managers with actionable insights.
REPORTS
DASHBOAR
D
DATA SECURITY AND USER
ACCESS
Ensuring Data Access and Security
SHARING
RULES
HOME PAGE
CUSTOMIZATION
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