The Prince of Wales’s Charitable Foundation

Profits generated by sales of ‘Waitrose Duchy Organic’ and Highgrove products, and from tours of the Gardens at Highgrove, are donated to the Foundation.

A4S was set up by HRH The Prince of Wales in 2004 as part of The Prince of Wales’s Charitable Foundation to encourage businesses to incorporate sustainable accounting practices into their day-to-day business.

With the implementation of Salesforce the aim of the project is to improve the quality of the day to day work produced, reduction in time of the manual day to day task and improvements in the accuracy of day to day tasks.

The Solution

One instance of Salesforce was set up using standard objects where possible to meet the requirements with customisation as required.  For PWCF,  we set up a custom solution for Grant management i.e to capture the grant giving request form from the website, to store instalments related to grant giving, grant review tied up with web form on website

For A4S, we set up a custom solution for Project management i.e to capture details about Project and group, to store member information, to capture details around project review, capture organisations linked to project and group, recording interest in projects. Created various webforms for use with  the custom solutions mentioned above and configured  an event management app to manage complex events in salesforce.  We also used apps to generate PDF documents (S-Docs) using Salesforce data and set up a mass email tool.