Nonprofit & social-sector Salesforce
Make Salesforce easier for your team.
I’m Jason Best. I help nonprofit staff fix reporting, reduce duplicate entry, and improve the Salesforce systems they already use.
You’ll work directly with me, from the first conversation through implementation and training.
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1. Conversation
A free 30-minute call. You describe the work. You should leave with a clearer picture even if we don’t continue.
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2. Options
I separate the everyday problem from the Salesforce symptom, and I’ll say when a smaller fix is enough.
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3. The work
Reporting, Flow, an integration, or something custom. You stay in the loop while it’s built.
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4. Your team runs it
Notes and training so the next change doesn’t require me.
Built for my clients, but available for all.
The same needs kept showing up across clients. Salesforce wasn’t covering them, and nothing I could find was an adequate solution. So I built these, and they’re available for anyone to install.
Find the people in an area—and act on that selection.
Map Records and Take Action
Draw an area on a report map, review who’s inside, and send those records into the Flow you already use.
Learn more →Bring your Salesforce Screen Flows onto your website.
Lightning Flow iFrame
A registration or request form stays on the page and grows with each step, instead of a fixed-height box.
Learn more →Collect photos in Flow without storing oversized originals.
Image Upload Enhanced
One example: a photo went from 1,216 KB to 49 KB before it was saved. Your results will differ.
Learn more →Write a Date/Time as text in the zone you name.
Time Zone Aware DateTime to Text
A Flow action for the clock time in the email, the screen, or the file name, when the record itself is stored in UTC.
Learn more →Put the event in the confirmation email.
Send Email with Calendar Event
The message that says they’re signed up includes the event, and a later message can update it.
Learn more →See what two lists share, and what each one has alone.
Compare Lists
Shared values, plus the values that appear in only one list. A multi-select picklist and a text collection can be compared in the same action.
Learn more →Put the event on the calendar they already use.
Add to Calendar
One button on a page. Details can come from a Salesforce record or be typed once.
Learn more →Use districts, service areas, and nearby locations in a Salesforce decision.
Three Levers GIS API
Add your boundaries to the map, or run the same lookup from Flow without opening the map.
Learn more →Start from your situation.
Salesforce is live, and the daily work still happens outside it.
Reports, duplicate entry, and the spreadsheet everyone still keeps.
You are deciding whether Salesforce is the right next step.
A first implementation, a migration, or staying put.
Clicks have run out.
A public form, a map, or a connection Salesforce doesn’t ship.
Too much of the org lives in one person’s head.
Training and coaching so a departure doesn’t stall the week.
Book a free 30-minute call.
If email is easier, write me directly.