Salesforce Database Customization
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 have been using Salesforce for several years, and have approximately 3 years worth of data within our Case Management instance. We have an individual on staff who serves as our point of contact, both internally and externally, on Salesforce matters, and our COO is also familiar with Salesforce and will be actively involved in this project.
How this will help
This project will save us $22,852 , allowing us to Have an even greater impact on the lives of our clients and on our wider community, by devoting those funds to solving homelessness one person at a time.
We want to use our Salesforce instance to automate (1 step) communication/information-sharing that previously took 2-3 steps and led to balls being dropped. This project would focus on our Case Management environment but ideally would also cover Vendor Management and Compliance. Our primary goal is to have the entering of information into Salesforce (w/r/t Case Management) or the information that is already entered in Salesforce (w/r/t Vendor Management and Compliance) trigger emails to the applicable stakeholder(s) notifying them of such events/information and corresponding obligations. We envision a Stage 2 (after this project) involving platform integrations, but that is outside scope.
Project plan
Our mission
Bridge House believes in, respects and empowers people who are experiencing homelessness. We connect them to housing and employment opportunities so they can realize and embrace their future.
What we do
Bridge House ends homelessness one person at a time. We offer adults experiencing homelessness a continuum of programming called the Bridge of Opportunity spanning from low barrier basic needs services to robust programs with access to paid work and housing.
Testimonials
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