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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.
LearnUp Centers
San Francisco, CA, USA
LearnUp Centers
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LearnUp Centers
San Francisco, CA, USA

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Cause
Education
Skills
Database administration Information technology

Posted January 27th

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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

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

LearnUp Centers
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Causes
Education Youth development
Posted by
Steve H
Steve H.

Executive Director

Our mission

LearnUp is a nonprofit literacy center based in the Bay Area on a mission to teach change how we teach all levels and types of learners to read.

Testimonials

Read the Impact Story
Chinmay and the Cloudalyze team were great to work with. They were responsive, dedicated, and got the work done!
Steve H.
Steve H.

Executive Director

Salesforce Database Customization Project

(No testimonial has been submitted by Cannon (Chinmay))
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