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Matched with debbie s
Matched with
debbie s.

Salesforce Database Customization

Posted by
Mary S.

Volunteer Manager

Posted Date
Jan 11, 2019
Virtual volunteer opportunity
Share this project:
Salesforce Database Customization
Impact statement
This project will save us $22,852 , allowing us to collect, maintain, analyze and report our client data across programs, form our various program sites and in the field. It will also allow us to figure out if we are meeting our mission.

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
Additional Details

Someone SF Bay Area-based for in person training.

What We Have In Place
  • We currently have the NPSP partially tailored for our client data, which should make it easy for you to get started. We also have data migrated into Salesforce, and a motivated primarily young staff, and the ability to provide any other information you need.
How This Will Help

The success of our organization depends on keeping our client data internally. Without your help, we cannot measure our success and know the demographics of clients. Your skills will empower us to manage our clients across programs and measure our successes.

Project Plan

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
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About The Org

Our Mission

The Centerforce mission is to support, educate, and advocate for individuals, families, and communities impacted by incarceration.

What We Do

Centerforce is a California-based nonprofit dedicated to supporting, educating, and advocating for individuals, families, and communities impacted by incarceration. For over 30 years, Centerforce has been a national leader in providing groundbreaking, evidence-based programs to incarcerated people and their loved-ones. In fact, Centerforce is one of few agencies in the U.S. to offer a continuum of transformative services during incarceration, reentry and after release.

Centerforce's work began in 1972 by establishing a visitors' center at San Quentin State Prison. Centerforce went on to establish visitors' centers at all California state prisons, and successfully lobbied the State Legislature to providing ongoing funding for these centers.

We pursue our mission by:
- Developing and delivering comprehensive and effective client-centered services to currently and formerly incarcerated individuals and their families.
- Designing and implementing programs that foster constructive experiences during incarceration, promote successful re-entry, and decrease re-incarceration.
- Researching, evaluating, and sharing innovative and current best program practices.
- Collaborating with key stakeholders, including corrections, to achieve our goals.
- Creating awareness and shaping the debate around incarceration and its effects.