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Salesforce Report Creation

Help Hope Foundation create reports in Salesforce to generate insights relevant to the organization's work.
Hope Foundation
Paramus, NJ, USA
Hope Foundation
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Hope Foundation
Paramus, NJ, USA

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Cause
Housing & homelessness
Skills
Data analysis Database administration Information technology

Posted July 25th

Salesforce Report Creation

Project details

What we need
  • Up to 5 new reports in an Organization’s instance of Salesforce
  • Training on how to interpret and make basic updates to reports
Additional details

I need to learn about creating Salesforce reports specifically for grants.

What we have in place
  • We currently have a Salesforce account, which should make it easy for you to get started. We also have basic knowledge about using Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $4,762 , allowing us to use this money to directly serve our youth.

Learning how to run reports on grants will help us to keep track of our grants, how many more grants we should be working with to meet our goals, and analyzing our progress.

Project plan

P
Prep: Alignment on Salesforce Setup & Reporting Goals
  • Volunteer Manager introduces the Professional to the Organization’s Salesforce setup and provides them with a detailed description of reporting needs and use cases
  • Volunteer Manager and Professional align on feasibility of what kinds of reports can be set up in Salesforce to meet these needs
  • Volunteer Manager provides Professional with admin-level access to the Organization’s Salesforce instance
1
Milestone 1: Draft Report Creation
  • Professional prepares initial drafts of reports in the Organization’s Salesforce instance
  • Professional presents reports to the Volunteer Manager and receives & implements any feedback (up to two rounds)
2
Milestone 2: Report Finalization & Training
  • Professional presents final versions of reports and trains Volunteer Manager and any other relevant staff on how to read and interpret them
  • Professional provides training on how to make simple changes to reports (e.g. inserting date filters)
  • Professional provides training on the overall functionality of Salesforce reports
  • Professional is available for up to two weeks to answer any questions about reports
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About the org

Hope Foundation
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Causes
Housing & homelessness Human services Youth development
Posted by
RC
Rani C.

Board Member

Our mission

Our mission is to reach out to orphans by establishing and developing children's homes that meet their physical, emotional, intellectual, and spiritual needs. We also strive to reach out to poor widows by developing supportive community programs that enable better opportunities, helping them lead independent lives.