This project was completed on Nov 22, 2017
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Matched with Arvind C
Matched with
Arvind C.

Salesforce Database Customization

Help South Jersey Cultural Alliance create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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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 our lists from Constant Contact, which should make it easy for you to get started. We also have a list of desired fields, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to Grow to the next level. We are living in the dark ages - HELP! Our funding is dependent on this!!!

We have tried Network for Good, Constant Contact, and neither has the capacity to collect and sort data the way salesforce can. Salesforce is compatible with Mail Chimp and Quickbooks and we would like to integrate those functions. We are looking to build a database of stakeholders of culture such as tourism-related businesses and hospitality-related businesses for future memberships and partnerships. We are also hoping to deepen our database on our membership so we can see how they grow and how they participate in our services.

Project Plan

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Milestone 1: Information Gathering
  • Volunteer Manager provides the Professional with a detailed description of data tracking and reporting needs
  • Professional makes recommendations on Salesforce objects, views, and reports to address the Organization's needs
  • Professional proposes a schedule for data migration and Salesforce platform customization
  • Volunteer Manager prepares data for migration
1
Milestone 2: Data Migration and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
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About The Org

Our Mission

To strengthen arts and culture in South Jersey to improve quality of life, tourism, education, economic and community development, and health and wellness.

Testimonials

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