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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.
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
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