-
This project was completed on May 14, 2018
-
Matched with Jon M.
-
See the Impact story
Salesforce Database Customization
Powering Potential Inc.
Powering Potential Inc.
0
35
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 are currently using Salesforce to track our donor leads and could use training on that module as well as report customization.
What we have in place
- We currently have an offline Filemaker Pro relational database with record IDs, which should make it easy for you to get started. We also have reports defined, and the ability to provide any other information you need.
How this will help
This project will save us $121,342 , allowing us to install more computers at schools.
The success of our organization depends on multiple people accessing our donor database. Without your help, we cannot distribute thank you letters quickly and efficiently. Your skills will empower us to operate more efficiently and improve donor relations.
Project plan
Posted by
Janice L.
Founder
Our mission
Use technology to enhance education and stimulate imagination of students in underdeveloped countries while respecting and incorporating values of the local culture -- especially cooperation over competition, community over the individual, modesty over pride, and spirituality over materiality.
What we do
Our Vision
All students in underdeveloped countries experiencing the joys of technology: efficient production, easy access to information, and communication with others.
Our Mission
Use technology to enhance education and stimulate imaginations of students in underdeveloped countries while respecting and incorporating values of the local culture -- especially cooperation over competition, community over the individual, modesty over pride, and spirituality over materiality.
Our Feedback
"Good work! This is the technology which we need for the rural areas." ---- His Excellency Dr. Jakaya Mrisho Kikwete, then-President of the United Republic of Tanzania (Education Week in Dodoma, May 2015)
Testimonials
Jon is FABULOUS! He is so patient and knowledgeable and would always find the answer to the few questions he didn't already know the answer to.
Amazing person in Janice Lathen and a truly great non-profit organization in Powering Potential
