How We Use Salesforce To Help Raise Funds for Cub Scouts

Summary: Cub Scouts sell popcorn every year to raise funds for their Packs. Each year popcorn coordinators have to manually aggregate dozens of hand-written popcorn order forms. We built a popcorn order capture system using Salesforce, saving time, eliminating errors and improving the way popcorn orders get done for our scouts. Based on how things go with our proof of concept prototype, we are looking to make an even better system that could also be used by other Packs!

Popcorn: How Cub Scouts FUN(D) Their Pack

My son is in his 4th year as a Cub Scout, which means he is currently participating in his 4th season of popcorn sales to raise funds for his Pack. He really enjoys popcorn sales! Two years ago, my husband Walter got involved as the “Popcorn Kernel,” the person in charge of running the popcorn fundraiser program for the Pack.

Amongst other things, the Popcorn Kernel facilitates the orders that each scout collects by individually selling popcorn to family, friends and door-to-door. When a Cub Scout makes a sale, the scout writes the details on his or her order form. At the end of the selling period, the Popcorn Kernel gathers the forms from each individual scout and aggregates them into one order for the Pack. A few weeks later, when the product comes in, the Popcorn Kernel receives the product, and distributes the products along with the forms back to the scouts so they can deliver the popcorn.

The Popcorn Order Form Problem

This sounds simple enough, right? Well, to put it mildly, this job proved to be WAY more complicated and time-consuming than we had anticipated. First, there was a logistics problem: scouts needed their order forms to know which popcorn to deliver to which customer, but Walter needed their forms to determine the Pack’s popcorn order. With tight deadlines for getting the Pack order in, it can be quite challenging to manage this part of the process! Second, further complicating matters, Walter wasn’t at all prepared for how difficult it was to decipher some of the hand-written forms.

Excerpt of what may or may not have been an actual conversation regarding a popcorn order form:
“Is that supposed to be a 2 or a 5?”
“Let’s check the math, maybe that will tell us.”
“Nope, it doesn’t add up either way.”
“Sooooo, neither then?”

Here was another logistics problem: going straight to the source by asking the scout or parent about the order wasn’t as simple as it sounds either. Since they didn’t have records of their own to reference while Walter was using the order forms this problem couldn’t be solved with a quick phone call or email. Often to get an answer Walter had to get together in person to have them look at the form or send images back and forth so they could see what he was asking about and make their best guess. All of this could turn what should be a few minutes of data entry into a process that could take hours or days – and that is just for one scout’s order!

Growth and Opportunity

Our Pack has experienced tremendous growth over the last few years, which has been wonderful for the Pack! For the Popcorn Kernel, however, as the Pack grows so does the challenge with managing popcorn orders.

In addition, our son is getting older and will soon be graduating Cub Scouts, so Walter thought that this year would be a good time to hand over the Popcorn Kernel reins to a parent of a younger scout. This way Walter can easily stay very involved in the popcorn program while our son is still part of the Pack to help ensure a smooth transition. As part of this, he began thinking about ways to make the process easier for the Popcorn Kernels going forward.

Meanwhile, after pausing my career for almost a decade while I stayed home to raise our 3 children, this year I decided to re-enter the workforce when Walter and I launched Elly Associates. Part of my journey is getting Salesforce certified. In addition to the time that I’ve been spending on Salesforce Trailhead, Walter suggested that as part of my studies I see if there could be a way to solve the popcorn order form problem using Salesforce.

The question was whether Salesforce could be used to help Cub Scouts. The answer was yes! Below are the technical details:

The Challenge and the Solution

The challenge I faced was how to create a system that enabled multiple people to easily share the data they captured on their Scout’s door-to-door order forms. To complicate matters further, I needed to make sure that every product on an order would be accounted for to help minimize typos or errors. For example, if a product is not needed for a specific order, we must record a “zero quantity” for that product rather than have it simply be omitted from the order.

To tackle this challenge, I created a proof of concept system leveraging a Custom Object to capture Cub Scout and order data all in one screen. I used required fields to ensure “zero quantity” reporting for products that weren’t needed on a given order. I was also able to include information that wasn’t on the order form but is needed by the Popcorn Kernel, such as how much a scout had earned from sales where the scout already had product on hand (not to be included in the order) and which of the prizes the scout would like based on their total earnings.

This season our Pack is testing my prototype’s design. So far I am happy to report that it is a success!

Where We Can Go from Here

From here I’m considering a few key enhancements to include in a full-scale production design that could be used by our Pack for sales in the future:

  • Leveraging Salesforce Standard Orders and Order Products functionality (to enable the system to more effectively scale and track orders year over year)
  • Building a Lightning Component to enable single-screen order entry (when leveraging Orders and Order Products) and to enforce the “zero quantity” reporting requirement
  • Creating Salesforce Chatter Groups and Communities to enable two-way communication, share news and other information

Ideally, once we have a production design that is a proven success for our Pack, I would like to look at ways to share the design via AppExchange so other Packs could use it as well. It would be fantastic if from there I could expand it even more for use by various youth organizations for their fundraising efforts!

I have learned so much already from this project and this is clearly just the beginning. I am so excited to see the final results from our prototype testing at the end of popcorn season, to learn even more as I begin work on the next generation / “ready for production” system, and to continue learning as I grow more familiar with all the ways Salesforce can help our Pack.

We Want to Hear From You!

My inspiration for this blog post was threefold:

  1. I am excited to share how Salesforce can be used to help organizations like Cub Scouts!
  2. I am curious to know if anyone else has leveraged Salesforce for a similar purpose and how they tackled their design, especially around the concept of “zero quantity” reporting enforcement.
  3. I would also be interested to hear your ideas on how to make the system even better for the future.

Thanks for reading, and please contact us to share your thoughts!

Salesforce’s Big Push at the World Tour That You Should Try Now (Spoiler Alert: It’s Trailhead)

Last week I had the opportunity to visit Salesforce’s World Tour event in Boston at the Hynes Convention Center. I’ve been going to these “mini-Dreamforce” events for the past 6 years or so. It was truly excellent to get to experience the latest iteration of Salesforce’s customer-facing roadshow in my own backyard in Boston.

Getting to hobnob and take pictures with Trailhead’s Astro and Codey has become typical at these events (though we all miss Chatty, RIP). In the past few weeks Salesforce has taken things up a notch, both at the tour and throughout the Salesforce ecosystem, to further elevate Trailhead and get more people to use it:

Why is Salesforce making such a big push with Trailhead?

With the Salesforce economy poised to grow five times larger, to the tune of 3.3 million new jobs by 2022, Salesforce needs to throw everything they can at finding the people to fill those jobs or else they may become a victim of their own success. Salesforce, however, is uniquely poised to face that challenge.

One of Salesforce’s core foundational elements is philanthropy. The company sees Trailhead as an incredible engine to help change the world while helping to ensure the success and growth of their own company. It’s the ultimate win-win. With the introduction of Golden Hoodies last year, Salesforce made it a point to recognize people who have used Salesforce and Trailhead to transform their careers or make an impact on the lives of others. Take a look at the story of Zac Otero to see the kind of change that Salesforce is delivering to the world through Trailhead. It’s the kind of change that can prepare millions of new people to fill the jobs Salesforce needs to keep growing.

Elly Associates’ Key Takeaways, Insights and Action Items
Are you as excited about Trailhead as we are?

Want to discuss how can you use Trailhead to strengthen your company? Contact us and let’s hit the trail together!