Anyone worked on a complicated government-required report that has to come directly out of Salesforce before?
I've got a potential client that is asking about making a HUD report. The requirements document from HUD is 86 pages long--not counting the separate data dictionary that goes with it--describing a final CSV that has to have more than 30 different tabs. And there is a baseline requirement from HUD that it be generated directly out of Salesforce--you can't export 30 reports and combine them as tabs into a final product. I expect this is theoretically possible with @Apsona for Salesforce Multi-step Reports or Conga, though obviously a super-complicated build. I'm pretty sure this would be more than I could take on. But I'd love to connect with anyone that's done this kind of thing before for some context. (Possibly a subcontract or referral.)
In the Boston Continuum of Care (CoC), our HUD CAPER reports were produced by a local vendor who processed data from Social Solutions' ETO product, the software used by a few dozen agencies in Boston. The continuum is scheduled to migrate all data to the BitFocus Clarity product sometime this year. Both systems specialize in HMIS implementations, though ETO has penetrated more sectors beyond homeless management.
Since the Boston department running the HMIS continuum of care and in charge of software decision runs Salesforce (SF) for much of their city business, I would think that if SF had decent HMIS reporting capability, it would have been on the table as an ETO replacement. It does seem like a product that specializes in HMIS implementations works best here. If it would help to get more info on this, feel free to DM me and I can make an inquiry.
