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.
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
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