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Salesforce Database Customization

Help Open Space Alliance for North Brooklyn create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Open Space Alliance for North Brooklyn
Brooklyn, NY, USA
Open Space Alliance for North Brooklyn
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Open Space Alliance for North Brooklyn
Brooklyn, NY, USA

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Cause
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Database administration Information technology

Posted July 24th

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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
What we have in place
  • We currently have excel spreadsheets tracking all donations and financial interactions with donors as well as a dedicated staff member ready to prioritize this project.
How this will help
This project will save us $22,852 , allowing us to manage our relationships with over 500 green space enthusiasts in the North Brooklyn community.

As a growing non-profit we understand the importance of tracking communications with our donors and the projects they are willing to fund. We are currently using excel spreadsheets to track all interactions a we realize this is not the most efficient way to track this information. We are looking to work with a professional that will help us use Saleforce to efficiently manage our interactions with donors.

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

Open Space Alliance for North Brooklyn
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Posted by
Lauren L
Lauren L.

Volunteer manager

Our mission

OSA works with the City of New York and the community to ensure the North Brooklyn's Parks meet the needs of the neighborhood, such that they can be enjoyed today and for generations to come.

What we do

Open Space Alliance for North Brooklyn (OSA) focuses on keeping the parks of North Brooklyn beautiful and active. We do this through:
- Our Green Team, who helps clean the parks and maintain landscaping.
- Bringing free programs to the parks (including concerts, movies, & fitness classes)
- Hosting volunteer events
- Coordinating small capital repairs
- Community Outreach
- and more

Testimonials

Read the Impact Story
(No testimonial has been submitted by Lauren)
It was nice
Moustafa I.
Moustafa I.

Salesforce Specialist

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