Salesforce Database Customization

Help Alagille Syndrome Alliance create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Alagille Syndrome Alliance
Tualatin, OR, USA
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Alagille Syndrome Alliance
Tualatin, OR, USA

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Posted January 25th

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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
  • What we have: comprehensive design document with data points; data map; basic sandbox.

    What we need: finalize sandbox by fine tuning relationships to capture; design and develop reports; migrate data from existing Excel spreadsheet; create modular to capture data from website contact form.

    We offer a hard-working congenial group with a terrific sense of humor. Previous Catchafire projects helped us become a stronger organization. We expect equal success with this project. We are energized, enthusiastic, fast learners, eager to implement Salesforce CRM to benefit our organization, our constituency, and our future.
How this will help
This project will save us $22,852 , allowing us to revolutionize our services to 1000 individuals affected by ALGS worldwide.

Did you know? Alagille Syndrome is a rare genetic disease with no known cure. At the ALGSA we empower families to build better lives for affected children and advocate for research and better treatments. We have been working tirelessly for the ALGS community for 20+ years.

Implementing Salesforce CRM is critical to our operations. We already have a database and mapped data points thanks to an amazing Catchafire volunteer. Completing the project will make us run like a well-oiled machine, effectively and efficiently serving our global constituency. Will you help make our goal a reality?

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

Alagille Syndrome Alliance
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Posted by
Cindy L.

Executive Director

Our mission

The purpose of the Alagille Syndrome Alliance (ALGSA) is mobilizing resources, facilitating connections, promoting unity, and advocating for a cure to inspire, empower, and enrich the lives of people affected by Alagille Syndrome.

What we do

The ALGSA is an international nonprofit network serving people with ALGS and their families. ALGS is a rare genetic disorder that affects about 1 in every 70,000 people. The genetic mutation in the ALGS gene causes organs in the body to develop abnormally, especially the liver, heart, kidneys and blood vessels, and there is no known cure.

Here are just a few examples of the resources we provide:

-- Every 2 years we sponsor a 3-day family conference that brings together patients, families, care providers, and physicians in an informal setting for networking, learning and fun. In June 2016 we expect 150+ people to gather for our 7th Symposium to be hosted in the San Diego CA area for the first time.

-- We publish educational materials such as ALGS in the Classroom and the ALGS and Me coloring book. We have distributed 100's of copies of the ALGS DVD (2nd Ed), co-produced with the Children's Hospital of Philadelphia and Digestive Care Inc., around the world.

-- Through our website we provide links to reliable medical information and current issues of our Links4Life newsletter. We also have a loyal following of 1700+ on Facebook, a presence on Twitter and Pinterest, and a YouTube channel. Our videos have received over 3,000 views since 2014.

-- We fund an ALGS research grant program and encourage families to participate in research studies. In 2013 we awarded two grants totaling $96,000 over two years and are proud to be among the Founding Partners of the PatientCrossroads CONNECT Patient Registry program.

The guiding ideal that drives us is simple:
Celebrate the ALGS community and help those challenged by ALGS build a better life through education, collaboration and research.

Testimonials

We started working with Chris in February 2016 and he was great - efficient, organized, very knowledgeable - and we were optimistic we would have Salesforce up and running quickly. Unfortunately Chris was hired as a Salesforce Administrator in April 2016 and no longer had time to provide us with volunteer services. The project has languished since that time and we are now looking for another volunteer to take up where Chris left off.
Cindy L.
Cindy L.

Executive Director

Salesforce Database Customization Project

(No testimonial has been submitted by Chris)
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