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This project was completed on May 4, 2017
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Matched with Andrew S.
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See the Impact story
Salesforce Database Customization
Presbyterian Senior Services
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 a Caregiver Database in Access, which should make it easy for you to get started. We also have experienced Caregiver Service Staff, and the ability to provide any other information you need.
How this will help
This project will save us $13,003 , allowing us to build a supportive relationship with 3000 family caregivers throughout NYC.
PSS, a multiservice nonprofit, is expanding its "Circle of Care" Caregiver program to families throughout NYC who are caring for someone with Alzheimer's Disease or other dementias.
Our staff will be working in neighborhoods and will need a database to track their client info.
Project plan
Posted by
Rimas J.
Executive Director
Our mission
To strengthen the capacity of older New Yorkers, their families, and communities to thrive.
What we do
PSS was founded in 1962 as Presbyterian Senior Services by volunteers to serve older members of their church community. Today, PSS is an innovative, multi-service nonprofit 501(c)(3) agency whose mission is to strengthen the capacity of older New Yorkers, their families, and communities to thrive. PSS has over 70 dedicated staff and over 250 committed volunteers and interns. With a $6+ million annual budget, we are able to run nine busy community centers for older adults, family caregiver and kinship family support programs through PSS Circle of Care three residences - including the first one purposefully built for grandparents raising children - and Coming of Age NYC's popular educational programs that inspire adults 50+ to live with passion and purpose.
Testimonials
(No testimonial has been submitted by Rimas)
Rimas and his staff were hard working people who were fun to work with and worked to server their fellow New Yorkers.
