salesforcelabs/animalshelterstarter

Animal Shelter Starter provides the foundation to use Salesforce for managing animals, treatments, conditions, housing and related activities.

animalshelterstarter's Issues

Generate Task on Animal Movement

Possible enhancement to generate a task for certain animal movement records. So actual activity of moving the animal could be tasked out.

Idea:

• Create Task Queue
• Add option checkbox on Flow
• If selected create an Animal Movement Task, against the Animal and related to the location, task due TODAY(), add task to the queue.

Filtered Components Extensibility

Enhancements to Foster Functionality

Capacity of Fosters
Onboarding process
Status

"Dolly" Clone Tool

Add a method to clone an animal record. Example use case would a litter of puppies coming into the shelter which will have the same general details, although will differ on colour, hair type etc.

New Adoption Flow

Have a flow which provides a more involved wizard/flow when creating a new adoption from the animal record page. Allowing initial questions to be asked and data captured back to the Adoption record.

Deprecate redundant Code

Animal Taxonomy - Rebuild

Currently Animal Taxonomy (Type/Breed) are handled in Global Picklist Values. This is becoming difficult to manage and may hit limits for organisations that deal with a lot of different animal types.

Suggestion: migrate picklists to Custom Metadata, that can managed by an admin.

Additional requirement: include common/latin names in taxonomy

Task Management Improvements

Review the use of how tasks are used within the app.

• Standarise use throughout, Subjects, Assignments, etc
• Create the ability to create non-Animal related scheduled tasks, i.e. Regular cleaning, etc
• Calendar view for uncompleted scheduled tasks - https://help.salesforce.com/s/articleView?id=sf.calendar_create.htm&type=5

Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Error Message During Deploy:

[Failed]: Update of QuickAction Animal__c.Add_Condition: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.Add_Treatment: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.Add_Treatment_Action: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.Start_Adoption: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.Record_Exercise: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.Record_a_Single_Exercise: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Update of QuickAction Animal__c.New_Alert: Error: Formula result is data type (Text), incompatible with expected data type (Lookup(Animal)).

Reports & Dashboard Enhancements

Inclusion of additional reports and dashboards. Current thoughts

• Dashboard for Animals in care

Animal Marked as Stray

Include the ability to mark an animal as stray, and perform lookup to lost and found solutions

Relationship model Improvements

Provide the ability to automatically create reciprocal relationships for animals (as per NPSP/EDA).
See this Quip Doc as partner Solution Junkies have developed this for the RSPCA

Additional fields for Identification

Add fields for Tattoo, Bird ring as additions to Microchip

Permission Set Assignment

When creating a dev_org, I need to manually assign the permission set at the end. Need to add automatic assignment for dev and qa.

Language Translations

Create Translation Workbench files

• German
• French

Flow - Re-engineering

• Move PBs to Triggered Flow
• Review Flows for reusability, Sub Flows, Invocable Apex

Create Settings solution

Using Custom Settings or Custom Metadata create an experience similar to NPSP/EDA for general settings for the app

Remove namespace from developer code

Multi site support

Single animal organisation, multiple site support.
Add additional Record Type to Location Object
Update Movement Flow

Geolocation Capability

Ability to capture Geolocation of incoming animal
Possible new Movement process for Animal Release with Geolocation

Multi Site Support - Data Security Documentation

Document how an organisation could adapt the product to offer restricted data access for users across multiple site

Update Lightning Components for Actions

Review and update the lightning datatable components on the animal layout to be mobile friendly.

Summer 20 Platform Update

Review new updates in Summer '20 and update related components, flows etc within the app.

Remove Buildings Global Picklist from Package

Need to add Demo Data

Add in some demo data on the records for dev and qa builds.

Animal Relationships

Add the ability to relate animals together, for example link a litter of puppies together.

Cage Card generation

Create the capability to generate a printable image containing key animal and location details that can be attached to the cage where the animal is located. Ideally include QR code allowing a mobile device to scan code and open URL to Animal record.

PTS Required Fields

Include Validation Rule to make Deceased Date and PTS Reason required.

Use of Experience Cloud with Animal Shelter

There have been a number of requests to provide and Experience Cloud template for animal shelter. Functionality requested includes

• Publish Animals available for adoption (with images)
• Allow External Users (unauthenticated) to initiate Adoption process

This may be a combination of enhancements and documentation guides

Flow/Namespace Bug workaround

Due to the bug discovered with Flows with Collection Variables being deployed into a Namespaced Org, revisit the Clone function.

Update Flow
LC Datatable Updates
New Apex Class & Test

Lost/Found Lookup

Calendar View for Animal Actions

Add a basic calendar to the Animal Record to show related actions.

Behaviour Field Showing as Read Only

Language Translations

Some Organisations in France have taken an interest. Aline (MCA) has offered to assist in language translation

Migrate Aura to LWC

Update existing Aura components to LWC

• Location Map
• Alert Banner
• FSCAnimalCloneDatatable
• FSCGeolocation
• Record Profile Image

Adoption Process improvements

A number of improvements can be made to the adoption process

• Adoptee/Animal matching process (based on specific criteria)
• Automatically update Animal Location
• On successful adoption, mark associated Contact as an Adopter (add adopter flag to Contact object).

Auto generation of Alerts for Behavioural issues

When specific behavioural issues are recorded against an animal, automatically generate an Alert to ensure users are aware i.e. Aggressive.

Proposal: record triggered flow on Animal to create Animal Alert for predetermined time period.

Boarding/Fostering Costs

• Cost calculation based on Location Charge
• Calculation on Movement record, based on Total Days stay
• Roll up to Animal for total cost
• Possible cost for different Animal types

Animal Age Improvements

Potential updated to animal age information to make it more appropriate to species, i.e. fledgling, hatchling, infant, undetermined.

Multi site Support

On speaking with a couple of organisations they have asked about support for having multiple sites.

Need to work out the best way.

Option 1. Just add another location record type for the site, so hierarchy = Site - Block - Unit. Would require modification to flows and some formula fields to make the naming sensible. This option only supports the location, and their would be no record segregation (i.e. one request was that only users in that site can see animals in that site)

Option 2. Build multi site functionality for all objects/records to facilitate segregation.

Mobile Support throughout

Review mobile support throughout the app and update as required to ensure the best UX.

Duplicate Animal Management

Add the ability to determine if an animal is a duplicate (not using name) using key fields, specifically request for if an animal reappears at a shelter

Animal Address

Requirement to have a separate address for the animal, other than the contact that may have brought in the animal. Use case is that animal may have been found at a different location.

Target this for when the Custom Address Field (beta on Summer 22) is GA

Permission Set for Animal Shelter Components

Used for standard users so deprecated functionality can be hidden

Introduce a General Assessment solution

For assessments against individuals, i.e. Adopters, Fosters, etc

Reciprocal Relationship Cleanup

If a relationship is deleted, we need to cleanup the reciprocal relationship which was created originally.

Apex Class Updates

Improve the security on Animal Alerts and Animal Lightning Component related classes to ensure correct CRUD access is respected through the app.

Multiple animals in single location (unit)

Currently only one animal can be allocated to a location unit. This needs to be enhanced to allow multiple animals (i.e. Litter) to be house in a single location.

This will require additional fields and modification to the movement flow

Auto naming of Animal

Some organisations may not give animals in their care a name, therefore create the option that the unique record name auto populates the animal name field.

Expected that a setting would be used to handle this a default behaviour

Upgrade to Dynamic Related Lists

• Update to Dynamic Related Lists (Summer 22)
• If possible remove coded solution from managed package