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Salesforce Database Customization

Help Adoption Center create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Adoption Center
Philadelphia, PA, USA
Adoption Center
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Adoption Center
Philadelphia, PA, USA

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Cause
Human services
Skills
Database administration Information technology

Posted August 31st

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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 database in-house. We have the data already pulled from the system and held in cvs files. We have reports already worked out. We have one tech person who will be your liaison and can help you gather any information we may have neglected to get together already.
How this will help
This project will save us $22,852 , allowing us to hold one more adoption event serving 20 older youth waiting in foster care.

Our nonprofit has been using a database designed for adoption agencies, for the past 3 years. The database has reached the end of it's usefulness for us. Our funders demand more granular data that we cannot currently provide. Also, we are missing opportunities to connect with donors - both current and future. Finally, a Salesforce-based database will allow direct-service staff to focus more on service, our development manager to do more individualized giving projects, our communications team to produce more content and all of us to coordinate better, rather then tracking organizational details and reporting on metrics.

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

Adoption Center
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Causes
Human services LGBTQ+ Youth development
Posted by
AB
Alexandra B.

Manager, Operations, Digital and Social Media

Our mission

Finding adoptive homes for children and youth in foster care.

Testimonials

Read the Impact Story
Jon was amazing! Project was more complex then expected, but Jon handled it with ease. I can't imagine having done this project with anyone else.
Alexandra B.

Manager, Operations, Digital and Social Media

Salesforce Database Customization Project

(No testimonial has been submitted by Jon)
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