Salesforce Database Customization
Help LearnUp Centers 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
-- Review our architecture and design
-- Documentation
-- Review and cleanup of Contact Record Types in Salesforce
-- Clean up and optimization of page layouts
-- Define user roles
-- Moves management in opportunities object pipeline and clean-up
-- Define Reports and dashboards
-- Define workflows and pipelines
-- 3rd Party apps review and advisory (Give Lively, Airtable, MailChimp, TeachWorks...
-- help with decision install Active Campaign vs. Mailchimp?
What we have in place
- We currently have a currently functioning SF database, which should make it easy for you to get started. We also have the time, desire,, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to teach more kids to read and to train more teachers in how to teach reading to all types and ages of learners.
We feel like Salesforce handed a 16 year old new driver the keys to the Ferrari, but we have driving it like it was a 2014 Corolla. We need a professional to come in and help us make our SF database more relevant and efficient to our needs.
Project plan
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Testimonials
Chinmay and the Cloudalyze team were great to work with. They were responsive, dedicated, and got the work done!
(No testimonial has been submitted by Cannon (Chinmay))