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.
World Foundation for Girl Guides and Girl Scouts, Inc.
New York, NY, USA
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World Foundation for Girl Guides and Girl Scouts, Inc.
New York, NY, USA

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Posted June 1st

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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 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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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

World Foundation for Girl Guides and Girl Scouts, Inc.
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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.

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