Salesforce Database Customization

Help Spark MicroGrants create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Spark MicroGrants
New York, NY, USA
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Spark MicroGrants
New York, NY, USA

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Posted November 26th

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 have a robust custom setup, and staff with time committed to working closely with a volunteer to implement the upgrade.
How this will help
This project will save us $22,852 , allowing us to facilitate a Spark project for 100 community members.

Our organization uses SF for both our program and project data, as well as for CRM. These two systems are already set up and running relatively well. With the launch of the SF update, Lightning, we need support in understanding the implications of the upgrade on our custom system, as well as support in implementing the update and troubleshooting any potential update-related issues. We'd like to be able to take advantage of all of the new features and usability of the new SF platform!

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

Spark MicroGrants
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Posted by
Cari Beth H.

Director of Research and Learning

Our mission

Spark MicroGrants partners with rural poor communities to catalyze locally-led impact projects.

What we do

Spark supports rural poor communities to design, implement and manage their own social impact projects. To date Spark has partnered with over 75 communities in Rwanda, Uganda and Burundi who have developed local project plans and are in the process of implementing them, positively impacting over 64,000 lives.

HOW WE DO IT:
Spark runs an in country fellowship program for local university graduates in the countries we work. Fellows receive hands on leadership and facilitation training. Fellows reach out to rural poor communities and take each through a 3-5 month project planning process where the community votes on their most pressing problem and builds a plan to address the problem. After plans are complete, Spark provides a microgrant to the community to enable project implementation. Communities are building schools, starting communal farms and more.

Differing from microfinance, Spark supports communities with organizational capacity building and a small grant – so they can invest in social impact.

Each partner community benefits through:
1. Launching a project to address a specific community based problem
2. Building internal capacity and drive to initiate local change

Since the community controls planning and spending, the projects are locally appropriate, effective and highly efficient. Spark guides each community through a three to five month project planning process, after which the project is implemented.

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