Salesforce Database Customization

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

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Posted August 16th

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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
Additional details

Most of our Salesforce instance is in good order. However, in addition to checking and cleaning up our database, we need to migrate what we have to Lightning.

What we have in place
  • We currently have Complete Applications and Integrations, which should make it easy for you to get started. We also have a Salesforce volunteer working on our integrations, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to invest time and money into completing our mission to connect students to missional internships around the world.

We understand Lightning migration is necessary, so we need to move. But we need help.

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

YWAM Student Centre
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Our mission

We are a University Ministries Circle of YWAM International with a staff team of certified coordinators on five continents, hundreds of trained YWAM campus ministries staff, host partners, and volunteers.

Vision: To recapture the purpose of the university and proclaim the Gospel in every nation through every vocation.

Mission: To mobilize university students for the next and final wave of Global Missions and to foster student-led missions to and through every sphere of influence.

What we do

We cannot know God's calling until we know our story, especially the parts that hinder us. Jesus is calling us to engage our stories so we can engage our world.

We are developing missions-minded leaders for every sphere of influence. We facilitate opportunities for students to learn how to make a difference. Our target students are from ANYWHERE; they are ready to go into ALL the world, including EVERY area of influence. (Mt. 28:18-20).

Since 1989, we have coordinated internships for hundreds of students from over one hundred universities to nearly 50 countries to help start businesses and plant churches, install water pumps, establish therapy routines for disabled, perform research in clinics, develop nutritional plans for hospices, and create curriculum for schools. With Converge platform, we are preparing to connect, equip, and send over 300 interns per year.

Testimonials

Oliver has been an amazing volunteer. His commitment to our project and his communications through the process have been excellent. I've met with Oliver weekly to discuss each step of the project. He's displayed his work, asked specific questions for review, and moved our increasingly complex project forward without any hesitation. He is very personable and easy to work with. Oliver's professionalism is demonstrated in his capacity to grasp the breadth of our project and drill down to the specific needs of our current stage of development.
John H.
John H.

CEO

Salesforce Database Customization Project

Working with YWAM Converge was a great experience for me! Very nice people, very professional and easy going at the same time. During the project I learned a lot in different areas. And at the same time I was able to support an organization that realizes great projects. A fantastic combination. And YWAM Converge lives the international spirit, which I absolutely appreciate.
Oliver T.
Oliver T.

Volunteer