We handed over our Non-profit-org a few weeks ago. Now that the dust has settled, it’s time for a quick recap.

The project included a brand new NSPS sandbox and three strangers had to form a team. We did receive more than 60 requirements, we did elicit in follow-up meetings.   For our project, we used the Agile methodology with JIRA for User Stories and tasks. JIRA was also used to organise our backlog and sprints. We used Confluence for our requirement gathering and clarifications. The User Acceptance Training (UAT) and the user manuals were also written in Confluence. The User tutorial videos were recordet using Loom.

The learning curve for this project was steep. 

I was surprised to see so many custom objects. Our team struggled with validation rules in Master-Detail-Relationships, which cost us valuable time. I finally added roll-up-summary fields on the master object. This provided the dynamic counts on the records that our validation rules required.

I found the flows to be the most enjoyable task by far! Since then, I’ve made a few more flows, and I’m in love!

I made a short video of the first record-triggered flow I made for this project: