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MozillaFoundation / Engagement

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Tweak 'Foundation Opportunity' dashboard in Salesforce #5

Closed edrushka closed 9 years ago

edrushka commented 9 years ago

The Foundation Opportunity dashboard in Salesforce needs a bit of attention.

Driver: @edrushka Decision-maker: @benrito Consulted: Lynn Informed: @OpenMatt

@benrito please outline what you would like done

davidascher commented 9 years ago

This doesn't feel like a dev-needing issue. Who did the first version?

edrushka commented 9 years ago

I do not know. Perhaps it was @secretrobotron?

benrito commented 9 years ago

Currently in a meeting but will comment on this shortly

benrito commented 9 years ago

We have designed a semi-public dashboard that will be generated based off the Salesforce database.

Building this will require some front-end engineering on top of Salesforce APIs.

Intuitively it shouldn't be too hard, but it will require someone to dive into VisualForce for a day or two: https://developer.salesforce.com/page/An_Introduction_to_Visualforce pipelinemockup

benrito commented 9 years ago

This is what we're able to generate without doing any custom work with VisualForce:

pipelinelive

edrushka commented 9 years ago

@simonwex is this something Scott or Ali can do? If not, I'll need a dev from another "team" to tackle this.

simonwex commented 9 years ago

No one on the team has any experience here, but this will be in Scott's wheelhouse.

edrushka commented 9 years ago

@benrito can you please help get @alicoding set up with a dev account and access to the sandbox instance so he can begin to tackle this? ty

benrito commented 9 years ago

Holding on whether Lynn believes this is still a priority

On Apr 30, 2015, at 12:55 PM, Erika Drushka notifications@github.com wrote:

@benrito https://github.com/benrito can you please help get @alicoding https://github.com/alicoding set up with a dev account and access to the sandbox instance so he can begin to tackle this? ty

— Reply to this email directly or view it on GitHub https://github.com/MozillaFoundation/Engagement/issues/5#issuecomment-97879061.

edrushka commented 9 years ago

@benrito Did you connect with Lynn? Still want to do this?

adamlofting commented 9 years ago

I've created Salesforce accounts for @ScottDowne and @alicoding now.

I did some proof of concept work on something very similar last year when we started migrating the engagement pipeline data from Google Docs to Salesforce for the Gauntlet Dashboard.

@simonwex @ScottDowne @alicoding you'll probably be happy to see JSForce which allows you to work in node/js land for some of this. My POC looked up an existing report in salesforce and extracted the data. This might remove the need to learn VisualForce.

edrushka commented 9 years ago

Killing this. No longer needed.