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Salesforce Database Customization

Help Coalition for a Better Chinese American Community create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Coalition for a Better Chinese American Community
Chicago, IL, USA
Coalition for a Better Chinese American Community
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Coalition for a Better Chinese American Community
Chicago, IL, USA

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Cause
Community & economic development
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
What we have in place
  • We currently have google spreadsheets with contact information, which should make it easy for you to get started. We also have 3 staff members for support, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to continue advocating for affordable housing, a Chinatown High School, language access, and technology access with our Chinatown community.

During the pandemic we've helped 500+ clients access in-language employment resources, get to the polls, and receive housing education. Looking ahead, we'd like to organize a database so that we can determine the best way to share resources and connect our clientele to services. With a database, we will be able to track relationships, segment our base, and analyze our data. Thus, we can ensure clear communication, understand needs, and better support the community.

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

Coalition for a Better Chinese American Community
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Causes
Community & economic development Civil rights Youth development
Posted by
Eva N
Eva N.

Lead Organizer

Our mission

The Coalition for a Better Chinese American Community unites the resources of member organizations and individual members to empower Chinese American communities in Greater Chicago. As a coalition of member organizations and individuals, CBCAC carries out its mission through civic education, issue advocacy, communication with policy makers, and community mobilization.

Testimonials

Read the Impact Story
Deaven was communicative and excited to learn.
Eva N.
Eva N.

Lead Organizer

Salesforce Database Customization Project

(No testimonial has been submitted by Deaven)
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