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Salesforce Database Customization

Help Oasis -- A Haven for Women and Children create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Oasis -- A Haven for Women and Children
Paterson, NJ, USA
Oasis -- A Haven for Women and Children
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Oasis -- A Haven for Women and Children
Paterson, NJ, USA

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Cause
Human services
Skills
Database administration Information technology

Posted July 18th

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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 Salesforce Nonprofit Success Pack, which should make it easy for you to get started. We also have the data fields we wish to incorporate, and the ability to provide any other information you need.
How this will help
This project will save us $3,757 , allowing us to allocate those funds saved towards programs and services for women and children.

Currently our social services department is using several spreadsheets to track client data. We would like to assistance in setting up Salesforce Nonprofit Success Pack(cloud) to keep all our client case information in one place such as, demographics, health, employment and housing information.

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

Oasis -- A Haven for Women and Children
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Causes
Human services Gender equity & justice Youth development
Posted by
LL
Lena L.

IT Coordinator

Our mission

Our mission is to change the lives of women and children by breaking the cycle of poverty through compassionate programs designed to feed, clothe, educate, and empower women and children in need. Our vision is to be an empowered community of women and children who have reached their fullest potential.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Lena)
They were great! Knowlegable, prompt .. great to work with!
Gabriel A.
Gabriel A.

Volunteer