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Salesforce Database Customization

Help The One Less Foundation create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
The One Less Foundation
Philadelphia, PA, USA
The One Less Foundation
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The One Less Foundation
Philadelphia, PA, USA

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Cause
Human services
Skills
Database administration Information technology

Posted July 29th

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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
What we have in place
  • We currently have a list of needs and potential apps to integrate, which should make it easy for you to get started. We also have open minds to learning new ways of using Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to provide after school programs including tutoring, SAT/ACT Prep and other educational support programs to two additional schools in under-resourced communities for one year.

We are new to Salesforce and will be migrating information from other databases such as Zoho CRM (constituents/beneficiaries) and potentially Fundly Connect (volunteers). We know how we want to use Salesforce so that it is functional for our organization and meets our needs, but are not experts in how to customize it. We are open to learning best practices too. As a growing nonprofit, we know what Salesforce can help us to do in order to get where we want to be in the next 3-5 years, and need your help in creating/customizing a CRM that will take us there.

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

The One Less Foundation
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Causes
Human services Education
Posted by
Ingrid S
Ingrid S.

Executive Director

Our mission

THE ONE LESS FOUNDATION works to help families and communities create paths out of poverty through a two-generation approach.

What we do

We are dedicated to alleviating poverty by providing financial literacy and capability, supplemental education, and personal mentoring to individuals, families and communities to help them gain the skills needed to create a path out of poverty.

Our organization bridges the gap between academic theory and real life, by providing programs and access to education, resources and opportunity.

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