-
This project was completed on Aug 7, 2015
-
Matched with Eric S.
-
See the Impact story
Salesforce Database Customization
The Stride Center
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
Integration of our credit card processing system.
What we have in place
- We currently have a clear understanding of what we need, which should make it easy for you to get started. We also have an on-site system administrator, trained agents, a deep commitment to Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $6,772 , allowing us to provide scolarships for 4 low income inner-city adults.
The Stride Center utilizes Salesforce Service Cloud to track customer interactions and case management for our social enterprise call center, Stride Solutions. This project will improve efficiency, create high priority reporting for clients, eliminate the need for multiple systems and create a streamlined process to assist agents in ease and accuracy of data entry.
Project plan
Posted by
Barrie H.
Executive Director, Social Entrepreneur
Our mission
We are a social venture working to empower economic self-sufficiency for individuals and communities in the San Francisco Bay Area. We are harnessing the power of technology and the digital economy to help men, women and families on the road to self-sufficiency and independence.
What we do
We are a social venture working to empower economic self-sufficiency for individuals and communities in the San Francisco Bay Area by preparing them for great careers in the technology field. We are harnessing the power of technology and the digital economy to help men, women and families on the road to self-sufficiency and independence.
Testimonials
Eric did a great job. We're very pleased with the results and are seeing greater efficiency for our team. Thanks Eric!
(No testimonial has been submitted by Eric)
