[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”0px||0px||true|false” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.20.0″ _module_preset=”default” background_enable_image=”off” background_position=”center_left” width_tablet=”85%” width_phone=”” width_last_edited=”on|tablet” custom_padding=”0px||||false|false” custom_css_main_element=”align-items: center;” border_width_bottom=”1px” border_color_bottom=”#d3d3d3″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/assets.allcode.com\/wp-content\/uploads\/2025\/05\/salesforce-logo.png” alt=”AllCode Salesforce 2″ title_text=”salesforce-logo” align=”center” _builder_version=”4.25.1″ _module_preset=”default” width=”100%” border_radii=”on|5px|5px|5px|5px” box_shadow_style=”preset5″ box_shadow_horizontal=”5px” box_shadow_vertical=”5px” box_shadow_blur=”10px” box_shadow_color=”#FFFFFF” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”margin: auto;” global_colors_info=”{}”][et_pb_post_title meta=”off” featured_image=”off” _builder_version=”4.16″ _module_preset=”default” title_font_size=”46px” title_line_height=”1.2em” max_width=”600px” custom_margin=”||8px||false|false” title_font_size_tablet=”38px” title_font_size_phone=”32px” title_font_size_last_edited=”on|tablet” global_colors_info=”{}”][\/et_pb_post_title][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”18px” text_line_height=”1.72em” max_width=”600px” global_colors_info=”{}”]<\/p>\n
Introduction<\/strong><\/p>\n AllCode is a certified Local Business Enterprise (LBE) and Minority Business Enterprise (MBE) with the City and County of San Francisco. As an approved vendor, we deliver enterprise-grade technology solutions for public-sector and nonprofit clients. Our team holds deep expertise in Salesforce<\/a>, helping organizations streamline operations, integrate systems, and harness the full power of their CRM platforms. We specialize in Salesforce implementations, custom integrations (including Heroku Connect), workflow automation, dynamic document generation, and data security \u2014 all tailored to meet the complex needs of government and mission-driven organizations.<\/p>\n This case study highlights two successful Salesforce projects where AllCode delivered measurable impact for clients.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”30px||30px||false|false” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.19.5″ _module_preset=”default” width=”100%” width_tablet=”90%” width_phone=”” width_last_edited=”on|phone” max_width=”900px” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” custom_padding=”|10px||10px|false|true” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”18px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n Overview<\/strong> Key Goals:<\/strong> Challenges:<\/strong> Fragmented data across platforms<\/p>\n<\/li>\n Manual, error-prone workflows<\/p>\n<\/li>\n Limited internal and external reporting<\/p>\n<\/li>\n Lack of real-time synchronization between Salesforce CRM and Centro\u2019s Ruby on Rails backend<\/p>\n<\/li>\n<\/ul>\n AllCode\u2019s Solution:<\/strong> Integration Architecture:<\/strong><\/p>\n Salesforce \u2194 Heroku Connect \u2194 Heroku Postgres \u2194 Centro Ruby on Rails Backend<\/p>\n<\/li>\n Sidekiq background jobs and Redis queues ensured continuous data sync with clean system separation.<\/p>\n<\/li>\n<\/ul>\n Implementation Steps:<\/strong><\/p>\n Outcomes:<\/strong> Through this solution, Centro now operates more efficiently, with integrated tools that amplify its mission-driven work.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”30px||30px||false|false” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.19.5″ _module_preset=”default” width=”100%” width_tablet=”90%” width_phone=”” width_last_edited=”on|phone” max_width=”900px” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|desktop” custom_padding=”|10px||10px|false|true” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.1″ _module_preset=”default” text_font_size=”18px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\nCase Study 1: Salesforce Integration for Centro Community Partners Using Heroku Connect<\/strong><\/h3>\n
Centro Community Partners (Centro) empowers under-resourced entrepreneurs through business education, resources, and access to capital. To better serve its clients and engage funders, Centro needed to unify multiple data systems into one streamlined, integrated platform.<\/p>\n
\u2705 Automate critical workflows
\u2705 Deliver dashboards and customizable reports
\u2705 Monitor and improve data quality
\u2705 Consolidate data across fewer systems
\u2705 Strengthen data security with defined user roles<\/p>\n
Centro\u2019s operations were hampered by:<\/p>\n\n
AllCode implemented Heroku Connect as the integration backbone, synchronizing Salesforce with a Heroku Postgres database connected to Centro\u2019s backend application.<\/p>\n\n
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\u2705 Automated workflows reduced manual tasks and errors
\u2705 A unified data view improved reporting and decision-making
\u2705 Custom dashboards enhanced visibility for internal teams and funders
\u2705 Continuous data quality monitoring
\u2705 Strengthened security through Salesforce and Heroku\u2019s role-based access controls<\/p>\nCase Study 2: Automated Lead Data PDFs and Faxing for HQC<\/strong><\/h3>\n