Salesforce Database Customization
Presbyterian Senior Services
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 an excel spreadsheet with approximately 500 donors which also tracks attendees at our events. We have approximately 400 discrete contacts in our MailChimp newsletter accounts. Our affiliated non-profit Coming of Age program has over 600 members and our PSS Newsletter reaches 500 people. We have a small list of press contacts. We also have a staff person adept at digital applications.
How this will help
This project will save us $22,852 , allowing us to assist 100 additional New Yorkers every day.
For fifty years, PSS has been assisting New York City's older adults, their families and communities meet the ever-changing challenges they face. Our work is multi-faceted and continually evolving. PSS has outgrown its current databases. We need to migrate to Salesforce in order to unify our lists and better track our donors/donations, stakeholders, media contacts, and members, as well as record attendees at our events. An efficient database will greatly enhance our outreach and communications.
Project plan
Posted by
Rimas J.
Executive Director
Our mission
To strengthen the capacity of older New Yorkers, their families, and communities to thrive.
What we do
PSS was founded in 1962 as Presbyterian Senior Services by volunteers to serve older members of their church community. Today, PSS is an innovative, multi-service nonprofit 501(c)(3) agency whose mission is to strengthen the capacity of older New Yorkers, their families, and communities to thrive. PSS has over 70 dedicated staff and over 250 committed volunteers and interns. With a $6+ million annual budget, we are able to run nine busy community centers for older adults, family caregiver and kinship family support programs through PSS Circle of Care three residences - including the first one purposefully built for grandparents raising children - and Coming of Age NYC's popular educational programs that inspire adults 50+ to live with passion and purpose.
