Salesforce Database Customization
Help DC SCORES create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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
Need to upgrade from NPSP 2.0 (one-to-one model) to NPSP 3.0
What we have in place
- We currently have salesforce with NPSP 2.0 (one-to-one) model, which should make it easy for you to get started. We also have some functional salesforce knowledge, and the ability to provide any other information you need.
How this will help
This project will save us $12,802 , allowing us to serve 1 more soccer team this season.
The success of our organization depends on salesforce. Without your help, we cannot upgrade from 2.0 to 3.0 and build from there. Your skills will empower us to more effectively manage our consituents.
Project plan
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Our mission
DC SCORES creates neighborhood teams that give kids in need the confidence and skills to succeed on the playing field, in the classroom, and in life.
What we do
DC SCORES combines poetry and spoken word, soccer, and service-learning in an after-school model five days a week, 24 weeks of the year in the fall and spring. We also run a six-week winter nutrition and soccer program, and we hold free summer camps focused on soccer and the arts.
Testimonials
Eric is every organization's dream volunteer. He took the time to understand our needs and made a very clear plan to move forward. Even when the scope of the project changed, Eric was helpful and flexible. Throughout the whole project he had great communication, was reliable, and was great and both doing the work and managing the project. I can't say enough about how lucky we were to be paired with Eric on this project.
I'm grateful for the opportunity to help DC Scores in their mission. Sean is fired up to push his organization forward.