Salesforce Database Customization
A project for Behind the Book
Feb. 12, 2013
Pro Bono Time
Behind the Book works with low-income students in high-need New York City K-12 public schools and brings authors and their books into individual classrooms to build literacy skills and a new generation of book readers.
Behind the Book is interested in better managing our database of contacts: we need your help to get us up and running with SalesForce.com. We’re a fun, energetic team to work with and we do remarkable things!
Databases are necessary to manage and analyze large amounts of data and maintain relationships amongst different kinds of data (eg. a parent and his/her children, a building and its tenants). They can be customized to allow an organization to track donors, clients, beneficiaries, buildings, and a variety of other kinds of data. Salesforce provides a customizable database system with up to 10 free user licenses for nonprofits.
A customized Salesforce database application for tracking data including:
- A customized set of Salesforce objects, with single-record editing of data and field history tracking (at most 15 object types).
- A customized set of views, to allow table-based editing of data (at most 15 views).
- A customized set of reports, to pull together data from multiple object types (at most 15 reports).
- Migration of the current data into Salesforce (at most 1 spreadsheet or 1 existing database). If the data is not in digital form, a process for data migration.
- Training for the organization's staff on how to use the customized Salesforce application and how to administer the application.
- "Hand-off" documentation on the object schemas and any custom code written.
The professional conducts an initial meeting with the appropriate senior staff to gather and provide information about the organization's current data tracking system and data reporting needs. The professional may also give a brief demo of a sample Salesforce user interface, if necessary.
The professional proposes a set of Salesforce objects and describes how they can be used to track the organization's data. The professional also describes how the reports and views will work.
The organization and professional agree on the set of Salesforce objects, views, and reports, as well as a process for the data migration.
The professional delivers the customized Salesforce application to the organization.
The organization prepares its data for migration (eg. merges spreadsheets, cleans data, removes duplicate data)
The professional conducts a complete migration of the data from the current data tracking system or provides a process for how to migrate the data to Salesforce.
The professional trains at most 5 people on the new user interface and how to build views and reports. The professional also trains 1 person to on how to administer the application. The professional should show the users how to find help and training materials on the http://salesforce.com.
The organization tests the solution and provides feedback to the professional.
The professional responds to the feedback and fixes bugs, but the professional is not responsible for major design or architectural changes outside the initial scope of work.
The organization uses the Salesforce customization for 3 weeks and is allowed to contact the professional for bug fixes and small feature adjustments (eg. an extra editable field, a change to a report)
The professional delivers "hand-off" documentation to the organization.
- At least 1 year of experience building data-driven applications including database schema design, understanding of triggers and writing code
- At least 1 year of software project management experience
- Proficiency with Salesforce
- The ability to describe the data that needs to be tracked/analyzed
- The ability to merge the current data into a clean state for data migration (eg. merging spreadsheets, removing duplicates), or resources to do a manual migration if the data is not digital
- A known set of reports which need to be created
- A Salesforce account