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This project was completed on Oct 10, 2017
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Matched with Jeff E.
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See the Impact story
Salesforce Database Customization
Back on My Feet
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 an existing SalesForce database. What I'd really like to focus on is building some custom reports to use our data in a more effective and timely manner. Experience in this area would be fantastic!
What we have in place
- We currently have a SalesForce admin, user manuals, and a live SF organization, which should make it easy for you to get started. We also have a list of reports we'd like, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to help 4 members move into a new apartment.
We've been building and enhancing our use of SalesForce throughout our organization for a few years now, but we really want to focus more on ways the data can benefit our staff in their day to day actions. The development of custom reports will allow our program staff to understand more clearly where our members are struggling and how to help them move from homelessness to self-sufficiency.
Project plan
Posted by
Elizabeth M.
Volunteer manager
Our mission
Back on My Feet (BoMF) is a national 501(c)3 charitable organization that uses running to help those experiencing homelessness change the way they see themselves so they can make real change in their lives that results in employment and independent living.
What we do
Back on My Feet’s unique program takes a holistic approach to combating homelessness. Back on My Feet does not provide food or shelter, but instead provides a community that offers coaching, resources, job training and access to employment opportunities. Back on My Feet follows a two-phase program in which Residential Members (individuals experiencing homelessness) participate for six to nine months. During the first phase of the program, Back on My Feet staff, volunteers, and fellow Members meet three times a week at 5:30 a.m. to run together as a team. Bringing these individuals together creates a positive, team-oriented atmosphere that couples high expectations for personal responsibility with the support and resources to effect meaningful change. During the second phase of the program, called Next Steps, Members are afforded access to educational and job training opportunities and work toward employment and independent housing.
Testimonials
(No testimonial has been submitted by Elizabeth)
(No testimonial has been submitted by Jeff)
