Years ago, I noticed there was an important feature missing from Salesforce core. It wasn’t well filled by 3rd party apps either, and that’s generating tax receipts for Canadian nonprofits.
Admittedly, tax receipting isn’t the sexiest topic. But charities need to issue receipts, and Canadian rules are precise and strict.
Small charities can manually generate receipts using MS Word or Google Docs, or perhaps use a document generator. But it’s tedious. For mid-to-large nonprofits, doing them manually isn’t a viable option.
So I designed and built Dryad Receipting, and made it the sexiest app possible. It
- is modular and scalable, using data-driven architecture
- uses modern Lightning UI features, such as screen flows and datatables
- leverages user experience (UX) principles
Although it looks simple, there’s a lot of unseen power. This also means the interface is straightforward and the process is intuitive. Users shouldn’t ever ask themselves, “What step should I do next?” or “Did I do that step already?”
My first client is super happy with the results, and the implementation partner and I worked well to roll-out the app along with the overall Salesforce implementation.
Well, today I’m proud to announce that Dryad Receipting has been submitted for the Salesforce Security Review! This is the first major step in publishing the app on the Salesforce AppExchange. It will be the first Canadian tax receipting application on the AppExchange.
The takeaway
Building a Salesforce app is significantly more work and takes significantly longer than a regular project implementation.
If you’re curious, I discuss some of these points on my podcast, with guest Pat McClellan, who built an SMS app for Salesforce.