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This project was completed on Feb 16, 2016
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Matched with Danny K.
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See the Impact story
Salesforce Database Customization
The Center for Student Missions
The Center for Student Missions
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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 a Salesforce account, which should make it easy for you to get started. We also have leads ready to integrate, and the ability to provide any other information you need.
How this will help
This project will save us $9,787 , allowing us to grant nearly 2 scholarships to groups from the inner-city that want to serve.
We are treading on new ground - sales! We've contracted with someone to help us follow up with leads and are needing some help setting up a Salesforce account to streamline the process and connect us from 3 different states.
We are also hoping to integrate our custom built Online Registration System into Salesforce.
We're on the hunt for a Salesforce guru to help us out with both projects over the next couple of months. Thank you!!
Project plan
Posted by
Sarah S.
Director of Communications and Human Resources
Our mission
To provide an urban ministry experience that transforms lives, influences churches and communities, and honors Christ.
What we do
The Center for Student Missions (CSM) provides short-term, urban mission trip and service experiences to 11 cities across the United States: Boston, Chicago, Denver, Detroit, Houston, Los Angeles, Nashville, New York City, Philadelphia, the San Francisco Bay Area and Washington DC.
We partner groups who desire to serve with ministries and organizations that are meeting crucial needs in their communities. Participants partner with homeless shelters, after-school programs, ESL classes, food pantries, refugee services, and MUCH more.
Please watch our video to learn more: http://csm.org/dvd.php
Testimonials
Danny was fantastic! He was super knowledgable about Salesforce and created a fantastic system that meets our specific needs. I highly recommend partnering with him!
The organization was very open to suggestions and easy to work with, would highly recommend any future projects.
