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Salesforce Database Customization

Help JUST 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.
JUST Community
Austin, TX, USA
JUST Community
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JUST Community
Austin, TX, USA

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Cause
Community & economic development
Skills
Database administration Information technology

Posted January 20th

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

JUST has spent the past year developing a custom Salesforce solution that manages our client activities and program operations. It is not used for fundraising. We have a number of other software tools like Airtable so we are trying to better understand the full breadth of Salesforce's potential so that we don't fall into the trap of technology software sprawl.

What we have in place
  • We currently have Salesforce implemented and need to optimize its use, which should make it easy for you to get started. We also have a team of Salesforce savvy professionals that need a SME, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to serve thousands of more entrepreneurs. The infrastructure and process improvements will catalyze our scale.

The right person could super charge our use of Salesforce to drive customer success by improving our communication internally and externally. It would also reduce our dependency on other tools and prepare JUST for scale.

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

JUST Community
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Causes
Community & economic development Diversity & inclusion Justice & legal services
Posted by
Steve W
Steve W.

CEO

Our mission

JUST is a nonprofit financial platform working to create generational wealth
by investing in ambitious Texas women through capital, peer coaching & community.

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