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Salesforce Database Customization

Help JerseySTEM create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
JerseySTEM
Chatham, NJ, USA
JerseySTEM
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JerseySTEM
Chatham, NJ, USA

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Cause
Education
Skills
Database administration Information technology

Posted October 18th

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 a team of salesforce volunteers who need to be managed, which should make it easy for you to get started. We also have business units that these salsforce implementations will service, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to focus on teaching the kids.

JerseySTEM provides underserved girls with STEM afterschool classes with th help of 3 stakeholders:
- Corporate donors
- Colleges to recruit volunteers
- Communities to enlist hosts

Data exists today in separate spreadsheets, constantcontact, etc...

We need help migrating to Salesforce.

Project plan

P
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 & Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Hand-Off
  • Professional delivers handoff document to Volunteer Manager
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About the org

JerseySTEM
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Causes
Education Gender equity & justice Science & technology
Posted by
Nabil M
Nabil M.

Board member

Our mission

If your address is in the US or Canada, pls read below. If you are not, we apologize but we are not able to enroll non US/Canada located volunteers.

JerseySTEM is a grassroots 501(c) nonprofit organization dedicated to bringing Science, Technology, Engineering, and Math ("STEM") education to 5th-8th grade girls in New Jersey underserved communities

We partner with socially responsible companies and their employees, youth organizations in underserved communities, and civic-minded college students and universities.

Together we develop and deliver innovative, hands-on, and online afterschool projects and inquiry-based learning opportunities that develop teamwork, 21st-century problem-solving skills, and self-esteem.

What we do

Reduce the gender gap in STEM participation;

Bridge the innovation gap in STEM education by introducing novel formats for teaching Science, Technology, Engineering, and Math;

Address the opportunity gap by expanding access to STEM programs in underserved communities.