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
Summit, NJ, USA
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JerseySTEM
Summit, NJ, USA

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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

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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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Our Mission

JerseySTEM is a network co-op of parents, professionals, students and educators whose goal is to promote excellence in Science, Technology, Engineering and Math (“STEM”) education. We are dedicated to partnering with local schools and other organizations to create and enhance STEM-oriented educational opportunities as part of students' paths towards college and career readiness, and to develop effective STEM programs and initiatives that engage students and educators. JerseySTEM is also committed to bridging the gender gap in STEM education and sharing STEM-related opportunities with underprivileged students and communities.