Salesforce Database Customization

Help NOPI - Nonprofit Incubator create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
NOPI - Nonprofit Incubator
Norwood, MA, USA
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NOPI - Nonprofit Incubator
Norwood, MA, USA

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Posted September 14th

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

We are the fiscal sponsor for multiple programs and require customization of our Salesforce database to manage each program's donors constituents, grant opportunities, and volunteers.

What We Have In Place
  • We currently have an active Salesforce NPSP account, which should make it easy for you to get started. We also have an Executive Director with Salesforce skills, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to reinvest in the delivery of our program services.

This project is important to the success and sustainability of our programs and will increase the impact of the services they deliver.

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

NOPI - Nonprofit Incubator
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Our Mission

Our work aims to erase systemic inequities and solve economic challenges by empowering nonprofits and charitable projects with the necessary support that ensures positive impact, sustainable growth, and long-term success.

What We Do

We are a nonprofit organization providing administrative support, technical assistance, training, and fiscal sponsorship for 501(c)3 organizations and charitable projects.