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Salesforce Report Creation

Help African American Leader Forum create reports in Salesforce to generate insights relevant to the organization's work.
African American Leader Forum
Medford, MN, USA
African American Leader Forum
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African American Leader Forum
Medford, MN, USA

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Cause
Civil rights
Skills
Data analysis Database administration Information technology

Posted April 13th

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Salesforce Report Creation

Project details

What we need
  • Up to 5 new reports in an Organization’s instance of Salesforce
  • Training on how to interpret and make basic updates to reports
Additional details

We need support on creating fundraising specific reports

What we have in place
  • We currently have a few donor specific reports, which should make it easy for you to get started. We also have work guides, and the ability to provide any other information you need.
How this will help
This project will save us $8,782 , allowing us to allocate towards capacity building and infrastructure

As we scale up and need to report on our outcomes, these reports will be critical to showcase our work and to also secure future funding

Project plan

P
Prep: Alignment on Salesforce Setup & Reporting Goals
  • Volunteer Manager introduces the Professional to the Organization’s Salesforce setup and provides them with a detailed description of reporting needs and use cases
  • Volunteer Manager and Professional align on feasibility of what kinds of reports can be set up in Salesforce to meet these needs
  • Volunteer Manager provides Professional with admin-level access to the Organization’s Salesforce instance
1
Milestone 1: Draft Report Creation
  • Professional prepares initial drafts of reports in the Organization’s Salesforce instance
  • Professional presents reports to the Volunteer Manager and receives & implements any feedback (up to two rounds)
2
Milestone 2: Report Finalization & Training
  • Professional presents final versions of reports and trains Volunteer Manager and any other relevant staff on how to read and interpret them
  • Professional provides training on how to make simple changes to reports (e.g. inserting date filters)
  • Professional provides training on the overall functionality of Salesforce reports
  • Professional is available for up to two weeks to answer any questions about reports
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About the org

African American Leader Forum
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Causes
Civil rights Community & economic development Diversity & inclusion
Posted by
Niila H
Niila H.

Chief Strategic Engagement Officer

Our mission

The African American Leadership Forum [AALF] is a consortium of 5,000 African American leaders, institutions, allies and systems that bonds together to collaborate and champion solutions. We aim to improve the experiences and lives of Black people living in Minnesota. Our goal is to build a just and healthy society that works equally well for everyone. Founded in 2006, AALF harnesses the collective power of Black communities to solve complex social problems and dilemmas America has grappled with since its independence.

Testimonials

Read the Impact Story
(No testimonial has been submitted by Niila)
Niila was an understanding and appreciative boss who recognized the need for deadline extensions and valued our efforts to achieve better results. Working under Niila's leadership was a positive and rewarding experience.
Toyin A.
Toyin A.

Volunteer

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