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This project was completed on Feb 28, 2018
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Matched with Zubair Lutfullah K.
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See the Impact story
Salesforce Database Customization
Help Monmouth County Cotillion Committee, Inc. create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Monmouth County Cotillion Committee, Inc.
Fair Haven, NJ, USA
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Monmouth County Cotillion Committee, Inc.
Fair Haven, NJ, USA
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Salesforce Database Customization
Project details
What we need
- A Salesforce database including: a customized set of Salesforce objects, single-record editing of data and field history tracking (up to 15 object types), a customized set of views to allow table-based editing of data (up to 15 views), a customized set of reports to pull data from multiple object types (up to 15 reports)
- Migration of Organization's current database to Salesforce
- Training for designated staff member on new objects, reports and views
- “Hand-off” documentation on the object schemas and any custom code
What we have in place
- We currently have four Excel workbooks with 35 total tabs, which should make it easy for you to get started. We also have a checklist of information we gather during the program, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to automate student administration and donor record-keeping and communications.
The success of our organization depends on volunteer administrators who are currently over-taxed. Without your help, we cannot maximize the time of our volunteer staff for high priorities. Your skills will empower us to automate record-keeping and retain/use valuable info.
Project plan
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Posted by
Yvonne G.
General Chairperson
Our mission
The purpose of the organization is to motivate the idea of academic excellence in disadvantaged youth, contribute scholarship funding to senior students, to promote moral, spiritual and academic growth in young people and to honor and present students who have achieved their goals in a "Debutante and Escort Scholarship Cotillion".
Testimonials
Zubair was unbelievably helpful in getting our salesforce instance off the ground. He was responsive, knowledgeable and continually looked for ways to use the platform to make our organization more efficient. I give him the highest recommendation and would love to work with him again
(No testimonial has been submitted by Zubair Lutfullah)