Salesforce Database Customization
Help World Foundation for Girl Guides and Girl Scouts,… create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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 Fund EZ, which should make it easy for you to get started. We also have the time and commitment to learn and work with you, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to grant even more funds to girls worldwide!
The success of our organization depends on our ability to utilize Salesforce efficiently. Without your help, we cannot set up Salesforce to best meet our needs. Your skills will empower us to work efficiently with Salesforce.
Project plan
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Our mission
To support projects and programs undertaken by the World Association of Girl Guides and Girl Scouts, including Girl Scouts of the USA, to enable girls and young women to develop their fullest potential as responsible citizens of the world.