Salesforce Database Customization

Help Gladeo create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Gladeo
Santa Monica, CA, USA
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Gladeo
Santa Monica, CA, USA

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Posted February 26th

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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 4 objects already uploaded, which should make it easy for you to get started. We also have excel spreadsheet of the other things we need to manage, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to create more content and technology that will help thousands of more students with career exploration!

The success of our organization depends on making sure we are organized and efficient. Without your help, we cannot customize our Salesforce database. Your skills will empower us to track donors, volunteers and partners.

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

Gladeo
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Posted by
Michelle C.

Co-Founder / Executive Director, Gladeo

Our mission

Gladeo is a digital media non-profit fostering career exploration for young people from diverse backgrounds. We are dedicated to inspiring and helping young people discover, navigate and achieve their dream careers by creating innovative multimedia career content and distributing it online (through the web and social media) and offline (through school counselors and our career exploration workshop).

What we do

We created a "Virtual Career Day", an online portal where guidance counselors and students can learn about the vast array of careers from our ever-growing library of content.

Our content is Inspirational: The challenge with non-celebrity careers is that the people who do them and their success stories (and they do exist) are less flashy and don't get blasted across social media, and as a result, the inspiration they could have sparked doesn't spread. Gladeo shares inspiring career stories (written and video) of diverse individuals to breakdown stereotypes, to open eyes to new opportunities, and to inspire people to believe that their aspirations are achievable. "You need to see it, to believe it."

Our content is Informational: We take a personal and action-oriented approach, gathering first-hand, practical knowledge directly from actively working professionals, not just information downloaded from the Bureau of Labor Statistics. We also include non-linear career tracks that don't follow an easily navigable path. We include information like what they need to be doing in high school and college to prepare, what classes they need to be taking, what trade magazines to start reading, what educational institutions have the best programs, how to land that first foot in the door and more.

Gladeo gives school counselors the resources they need to inspire and expose their students to the vast world of possibilities, not just the ones in their community and to empower their students to make informed decisions about their future.

Testimonials

Thanks Venkata!
Michelle C.
Michelle C.

Co-Founder / Executive Director, Gladeo

Salesforce Database Customization Project

(No testimonial has been submitted by Venkata)
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