Salesforce Database Customization

Help Cottonwood Environmental Law Center create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Cottonwood Environmental Law Center
Bozeman, MT, USA
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Cottonwood Environmental Law Center
Bozeman, MT, USA

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Posted November 22nd

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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
What we have in place
  • We currently have 364 contacts on Constant Contact in salesforce, which should make it easy for you to get started. We also have 2,000+ followers on Facebook that we'd love to integrate, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to devote our time and resources to something we truly understand: protecting the wild places we love so much.

The success of our organization depends on being able to reach out to our members and donors. Without your help, we cannot determine who is donating, and when to reach out again. Your skills will empower us to keep consistent contact with those who are supporting us.

Project plan

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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
1
Milestone 2: Data Migration & Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Hand-Off
  • Professional delivers handoff document to Volunteer Manager
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About the org

Cottonwood Environmental Law Center
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Posted by
Josh S.

Chief Innovation Officer

Our mission

"Cottonwood is dedicated to protecting the people, forests, water, and wildlife of the American West, and having fun while doing it."

What we do

Cottonwood is a nonprofit conservation organization that was started by a grassroots activist and former U.S. Forest Service biologist in 2009. Today, we cause trouble in and out of court to protect the environment. In just 10 years, Cottonwood has grown to become one of the most effective conservation organizations in the American West.

Cottonwood has protected 12 million acres of critical habitat for endangered species, won or settled over 75% of its lawsuits, and entered into an agreement that protected 40 rivers and streams from industrial waste water pollution. From standing with the Rocky Mountain Tribal Leaders Council to defend treaty rights and bison, to protecting the Gallatin River from pollution caused by corporate developers in Big Sky, to restoring bighorn sheep on public land in the Gravelly Mountains, Cottonwood is working across the board to defend what we love about the West.

Cottonwood is working towards a vision of the future in which our children and grandchildren have clean air to breathe and clean water to drink. The future consists of renewable energy, pristine wildlands, and glaciers that are growing again. Future generations will glimpse a wolverine running up the side of a mountain and bison roaming freely.

Testimonials

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