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.
DC SCORES
Washington, DC, USA
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DC SCORES
Washington, DC, USA

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Posted March 17th

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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

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

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

DC SCORES
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Posted by
Sean H.

Chief Program Officer

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.
Sean H.

Chief Program Officer

Salesforce Database Customization Project

I'm grateful for the opportunity to help DC Scores in their mission. Sean is fired up to push his organization forward.
Eric S.
Eric S.

Volunteer

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