Just Finance Foundation

Posted by: Brendan Keating
Category: Case Studies, Not for Profit, Sales Cloud
Just Finance Foundation

Project Details

Just Finance Foundation

About the customer

Just Finance Foundation is a national charity dedicated to improving financial education so that every child and family has equal opportunity to thrive.

They engage directly with schools, families and communities to address gaps in financial education and give every child an equal baseline understanding of money, regardless of their personal circumstances. 

They also work to increase the reach and impact of financial education in the wider community.

Business Requirement and Customer Challenges

Just Finance Foundation were looking to build upon their existing Salesforce org in order to track stock inventory and increase the functionality around order management.

Business Requirements included:

  • Stock and Order Management: Using Salesforce Sales Cloud alongside Inventory Manager for Nonprofits app to give reliable data on stock levels, that is reactive to existing orders.
  • Ease of use: Customise and configure the platform to increase visibility of key items and add relevant fields and data points. 
  • Reporting: Further utilise the reporting functionality within Salesforce to drive data based decisions on stock levels and ordering.
  • Training: Ensuring the key team members are well equipped to customise and maintain their own Salesforce organisation, with a training plan and resources to use for future success.

Products implemented

Ignyto implemented the following solutions for Just Finance Foundation:

  • Salesforce Sales Cloud
  • SF Labs – Inventory Manager for Nonprofits
  • Declarative Lookup Rollup Summaries (DLRS)


  • Improved user experience through object configuration and customisation.
  • Enhanced ability to manage Orders in line with Just Finance Foundation processes.
  • Custom stock reports to increase data oversight and reduce reliance on third parties.

Length of Project (Days)

5 days

Quote from the customer

“We are a small charity helping schools to deliver financial education, and we deliver our teaching resources to schools in our programme. Orders were being tracked on spreadsheets, and we wanted to be able to record orders within Salesforce so that we could have all the information connected to the relevant Accounts. It was also important for us to be able to track stock levels to provide seamless re-stocking and avoid sending orders to the warehouse for out-of-stock items. The team created a stock system for us which incorporated the Inventory Management plug-in and standard Salesforce objects.

We have very little experience in-house of Salesforce administration but the team were able to work with us to scope out our needs and apply their knowledge of the system to provide a solution which did exactly what we wanted it to. They explained what they were going to do clearly and in plain terms so that we felt included and informed throughout the process. We appreciated the collaborative working and flexibility of the team. They took all our feedback from testing phases and really delivered a great build that fit with our existing infrastructure and processes. We would definitely work with them again”

Jay Calderisi, Grants and Administration Officer

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