Salesforce Database Customization

Help Center for Student Opportunity create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Center for Student Opportunity
Bethesda, MD, USA
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Center for Student Opportunity
Bethesda, MD, USA

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Posted April 28th

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 three staff, which should make it easy for you to get started. We also have data bases, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to fund 2 more Scholarships.

The success of our organization depends on effective & efficient use of our data. Without your help, we cannot serve as many students. Your skills will empower us to reach thousands more young persons.

Project plan

P
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

Center for Student Opportunity
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Our mission

To empower first-generation college students on the path to and through college.

What we do

CSO creates tools and resources to help first-generation college students and their supporters—parents, counselors, and mentors—on the road to and through college. In partnership with 180+ colleges and universities, we also work to strengthen and build awareness of their campus efforts on behalf of first-generation college students.

In 2013, with funding from the Bill & Melinda Gates Foundation's College Knowledge Challenge, we launched the I'm First project (www.imfirst.org), an online community celebrating and supporting first-generation college students. We’re collecting YouTube videos from first-generation college students and graduates from across the country—First Lady Michelle Obama among them—to inspire and offer advice to the next generation of students who will be first. I’m First is also a web application designed to help aspiring first-generation college students research and plan for college.

We also annually publish the I'm First Guide to College, a unique college guidebook designed to help first-generation college students make their college dreams a reality. Since 2008, we've sold and distributed over 22,000 books to schools and youth-serving organization across the U.S.

We were also recognized by Fastweb and the National Scholarship
Providers Association in 2012 as Scholarship Provider of the Year for our I'm First Scholarship. Since 2009, we have awarded $2,000 four-year renewable scholarships to first-generation college students who attend a partner college. Uniquely, the scholarship winners (now 32 presently enrolled in college) blog about their college experiences and give advice to aspiring first-generation college students who visit our website.

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