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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 January 16th

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
Additional details

NPSP experience required
Refine requirements for Donors Management under NPSP
Support Salesforce Architect and help configure objects if needed .
Produce documentation.
Train users.
https://docs.google.com/document/d/1PLk5MGrd4GMWA1kfwkc5TYUPQVv8HRYp810UblEAMOo/edit?usp=sharing

What we have in place
  • We currently have Salesforce NPSP instance installed, which should make it easy for you to get started. We also have licenses available, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to provide instruction to 220 additional students

Managing donors and donations is a key functionality of our charity and we need to move away from Google Sheets to a proper Customer Relationship management environment

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
NK
Neha K.

Head of Staff Management

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.