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This project was completed on Sep 19, 2019
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Matched with Erica C.
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See the Impact story
Salesforce Database Customization
Help African Economic Development Solutions create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
African Economic Development Solutions
Saint Paul, MN, USA
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African Economic Development Solutions
Saint Paul, MN, USA
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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 one excel file that is missing some info for reporting, which should make it easy for you to get started. We also have hard copies of files which we will be able to pull from, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to focus more on helping individual become self-sufficient, and eliminate issues with reporting.
The success of our organization depends on data management and tracking of Technical Hours. Without your help, we cannot we are limited to excel spreadsheets and personal knowledg. Your skills will empower us to understand our numbers and see where we need to improve.
Project plan
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Testimonials
Erica is a wonderful person who is willing and capable of going the full mile to get the job done. We ran into a few roadblocks because of salesforce which almost lead us to abandoning the project, but Erica was able to use her connections to get us up and running. Erica’s commitment and optimism in the face of adversity is what helped get to the point AEDS is at now with salesforce. Additionally, Erica was instrumental in helping AEDS with the layout for our salesforce account figuring out what was needed and what could be omitted. During the whole experience Erica kept us will informed on the progress and delivered on project. Working with Erica was a wonderful experience, and I would highly recommend her services.
Ahmed is wonderful to work with! He is personable and very committed to the work he's doing. I am continuing work on their Salesforce instance, but the initial stage of the project has been completed.
