Salesforce Database Customization
STEM Advantage
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
Our organization needs to be able to use a form on our website to capture visitor information and store that info as a lead in our Salesforce instance.
What we have in place
- We currently have a Salesforce Admin, which should make it easy for you to get started. We also have reports and templates, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to leverage those resources to provide scholarships for our scholars so they can graduate with less debt. Every dollar we raise supports students.
At the moment, we have one paid staff member and via our website, visitors complete a contact form that feeds into Constant Contact. Our CRM is Salesforce so those contacts must be manually entered into Salesforce. We would like to see API set up on our website so our visitor information feeds directly into alesforce, for more efficient information management. This would bypass an intermediate step and save us in admin costs.
Project plan
Posted by
Dawn M.
Executive Director
Our mission
STEM Advantage mentors, prepares and inspires women and underserved communities to prepare for and launch careers in Science, Technology, Engineering, and Math (STEM) through internships, mentorships, and scholarships.
