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Salesforce Database Customization
Help Orange County Human Relations Council create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Orange County Human Relations Council
Santa Ana, CA, USA
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Orange County Human Relations Council
Santa Ana, CA, USA
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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
Additional details
We have salesforce (1 year now) but need to spend more time learning the promising practices and utilizing to improve Fundraising strategies.
What we have in place
- We currently have Salesforce for the entire organization, which should make it easy for you to get started. We also have used Salesforce for about 1 year, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to invest resources to our schools program that is currently experiencing decrease in funding due to post-COVID and decrease in school enrollments impacting school revenue.
We've invested in infrastructure and now need support to establish and maintain practices.
Project plan
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