Project

Salesforce Database Customization

Environment

By Quinn V.

Executive Director

Posted Oct 15, 2017

This project is

In Progress

Matched with:

Mike S.

This project will save us $4,000, allowing us to streamline our organization and reach the community in more consistent and powerful ways.

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

How This Will Help

We're working to increase our fundraising success and outreach into the community. At this stage in Re-use Hawaii's development, a database such as this will help us get to the next level and make a bigger impact in our community. Since we have been in operation for over a decade, we have a lot of contacts and a clear picture about the ways that we would like to further our connectedness to stakeholders.

What We Have In Place

Our current database is not complete however, we do have our Lightspeed point of sale system that could also be migrated to Salesforce. We envision populating some of the data using staff and volunteers after the Catchafire project's process of setting up our Salesforce structure.

Fun Fact

We love waste! In Hawaii, 30% of our waste comes from construction and demolition debris. We work to transform this debris into a community resource. So far, we've kept 9 million pounds of material out of the landfill.

  • Location: Remote (work anywhere)

Project Steps

  • Milestone 1: Information gathering
    • Volunteer Manager provides the Professional with a detailed description of data tracking and reporting needs
    • Professional makes recommendations on Salesforce objects, views, and reports to address the Organization's needs
    • Professional proposes a schedule for data migration and Salesforce platform customization
    • Volunteer Manager prepares data for migration
  • Milestone 2: Data migration and customization
    • Professional conducts data migration
    • Professional and Volunteer Manager check accuracy of migration
  • Milestone 3: Handoff
    • Professional delivers handoff document to Volunteer Manager
Prerequisites for Professional
  • Proficiency in Salesforce
  • Experience creating and/or customization CRM platforms
  • Experience in database schema design and light coding
Prerequisites for Organization
  • An existing database to migrate to Salesforce
  • A preliminary data cleanse including spreadsheet merging and de-duplication
  • A list of reports to be designed
  • A Salesforce account
  • Note: Salesforce provides up to 10 free user licenses for nonprofits

Our Mission

The mission of Re-use Hawai'i is to preserve our natural resources, provide an affordable building material source through alternatives to demolition, and to sustain Hawaii's fragile island ecosystem.

Environment Community & Economic Development