Salesforce Database Customization
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
Additional details
We are not sure that Salesforce is the best platform for us. We'd like help evaluating this.
What we have in place
- We currently have various excel sheets with program data and data requirements, which should make it easy for you to get started. We also have a dedicated team, and the ability to provide any other information you need.
How this will help
This project will save us $6,772 , allowing us to invite 100 children to our Bike Building program.
The success of our organization depends on organizing the data from our various programs. Without your help, we cannot improve our processes and access donors. Your skills will empower us to find insights and track our impact.
Project plan
Our mission
To provide innovative education programs to disadvantaged youth in South Africa. We specialize in Model UN, marimba music education and academic scholarships. Help us empower South Africa's youth!
What we do
Established in 1992, Education Africa strives to reach and uplift the poorest of the poor. We aim to assist disadvantaged South Africans in their quest to obtain a quality, relevant education in order to ensure that they are in a position to become global citizens and a competitive, productive element in the local job market. Education Africa aims for an educated nation which in turn will lead to a progressive nation that is in a position to sustain economic growth.
Education Africa acknowledges that it will take decades to rectify the wrongs of Apartheid and restore the balance in the South African education system. Indeed, the re-establishment of a culture of learning and teaching in South Africa is very much a work in progress. We are driven by our guiding principles: “Making real change Happen” by implementing “Poverty alleviation through Education”.
Recent developments have resulted in a new growth strategy for the organisation, which includes a number of our successful projects being adapted as social franchises for expansion into other African countries. Please refer to our Project Portfolio on our website for more information on our projects.
Testimonials
Jason is an incredible professional! He was responsive, organized and an impressive project manager. He created our very first database with ease and took the time to explain his approach throughout the process. He provided training on how to use Salesforce and went above and beyond in all respects. Thanks to Jason we now have a fully functioning database and are ready to take our communications efforts and donor strategy to the next level. Thank you so much Jason. We can't say enough fantastic things about you! Working with Jason was a truly a pleasure. We are so grateful to him!
The team at Education Africa was a pleasure to work with. They had a clear vision and were very responsive to questions. They were patient with me as I took time to build out their Salesforce implementation.