Grounded Solutions Network publishes the HomeKeeper app on the Salesforce appexchange, designed to simplify affordable homeownership and housing counseling programs. The app is used by over 100 organizations with data rolling up to a core administrative app maintained by the non-profit in order to provide national data insights and trend information. The organization needs to be able to move large volumes of data from the administrative app to Tableau, where dashboards are published both for participating programs and for the public.
CapStorm’s Enable application incrementally replicates the organization’s Salesforce data, metadata, and structure to a SQLServer database hosted in AWS for direct Tableau integration. The AWS database is automatically updated as Salesforce changes, with new objects or fields integrated into the database within minutes of the live Salesforce org. This results in a set-it-and-forget-it integration, generating near real-time data in Tableau.
HomeKeeper maintains a national data hub for over 45 of its participating organizations, including community land trusts, local housing programs, and Habitat for Humanity affiliates. Tableau data is shared with partners and with the public, and the data allows each organization to measure their impact for affordable and equitable housing, both on a sector by sector basis and on a national scale. By collectively measuring impact and reporting out as a sector, the non-profit lowered the cost of measurement and learning for users.