Salesforce Database Customization
Help Magik Theatre create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Magik Theatre
San Antonio, TX, USA
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
API connection of Salesforce and Tixly
What we have in place
- We currently have a team setting up both software, which should make it easy for you to get started. We also have a dedicated staff person, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to build our fundraising infrastructure
To build a donor base, we need to track relationships and interaction with patrons. Ticket buyers and their info will flow from Tixly to Salesforce.
Project plan
Show more
Posted by
Heather F.
Director of Development
Our mission
Magik Theatre's mission is to use the power of theatre to create Magikal storytelling for children that Activates imagination, Grows young minds, and Inspires creativity and a love of learning that is the Key to a more literate future for our community.
