Salesforce Database Customization

Help LifeNet International create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
LifeNet International
Orlando, FL, USA
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LifeNet International
Orlando, FL, USA

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Posted May 22nd

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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
What we have in place
  • We currently have a full database that just needs reports programmed, which should make it easy for you to get started. We also have a list of the reports we'd like programmed, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to double the quality of healthcare for at least 7500 patients in sub-Saharan Africa.

Our programs impact 1 million patients in sub-Saharan Africa with quality healthcare. As we grow to offer hope and healing to 20 million patients, we need to keep good records to ensure we are effective.

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

LifeNet International
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Testimonials

Sean is a very professional, driven volunteer. He has been a joy to work with and has impacted our organization greatly. He makes sure every detail is completed and satisfactory, is helpful in explanations, listens and implements, and is always willing to go above and beyond.
Maggie E.

Volunteer manager

Salesforce Database Customization Project

(No testimonial has been submitted by Sean)
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