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Salesforce Database Customization

Help Research Institute for Learning and Development create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Research Institute for Learning and Development
Lexington, MA, USA
Research Institute for Learning and Development
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Research Institute for Learning and Development
Lexington, MA, USA

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Cause
Education
Skills
Database administration Information technology

Posted October 15th

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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
Additional details

Resources for that we can access for training after this project is finished as we continue to tackle more sophisticated Salesforce functions.

What we have in place
  • We currently have multiple databases, which should make it easy for you to get started. We also have Salesforce accounts and basic structures, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to spend time and money focusing on expanding our product and services to Elementary students and providing additional support to teachers.

The success of our organization depends on streamlined processes for management of business processes. Without your help, we cannot develop effective processes of managing sales and marketing. Your skills will empower us to focus our time on the important work we are passionate about.

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

Research Institute for Learning and Development
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Causes
Education Youth development
Posted by
Kim D
Kim D.

Volunteer manager

Our mission

The Research Institute for Learning and Development, ResearchILD, has been on the forefront of transforming the lives of students with learning and attention challenges through the use of executive function strategies, for over 30 years. We provide resources for teachers including curriculum, conferences, workshops, publications and on-site professional development so that they can help their students learn how to learn.

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