This project was completed on Apr 10, 2019
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Matched with Gabriel A
Matched with
Gabriel A.

Salesforce Report Creation

for  Hope's Corner Inc.
Mountain View, CA, USA
http://Www.hopes-corner.org
Posted by
Leslie C.

President

Posted Date
Mar 15, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $4,762 , allowing us to provide more meals and showers to our guests

Project Details

What We Need
  • Up to 5 new reports in an Organization’s instance of Salesforce
  • Training on how to interpret and make basic updates to reports
Additional Details

We have several metrics we want to track, mostly related to fundraising, but I'm having trouble customizing the basic reports to get the data we want.

What We Have In Place
  • We currently have a list of metrics we want to track, which should make it easy for you to get started. We also have time, and the ability to provide any other information you need.
How This Will Help

We have adopted a Strategic Plan and analyzing these metrics will enable us to know if we are on track or need to make adjustments in our operation.

Project Plan

P
Prep: Alignment on Salesforce Setup & Reporting Goals
  • Volunteer Manager introduces the Professional to the Organization’s Salesforce setup and provides them with a detailed description of reporting needs and use cases
  • Volunteer Manager and Professional align on feasibility of what kinds of reports can be set up in Salesforce to meet these needs
  • Volunteer Manager provides Professional with admin-level access to the Organization’s Salesforce instance
1
Milestone 1: Draft Report Creation
  • Professional prepares initial drafts of reports in the Organization’s Salesforce instance
  • Professional presents reports to the Volunteer Manager and receives & implements any feedback (up to two rounds)
2
Milestone 2: Report Finalization & Training
  • Professional presents final versions of reports and trains Volunteer Manager and any other relevant staff on how to read and interpret them
  • Professional provides training on how to make simple changes to reports (e.g. inserting date filters)
  • Professional provides training on the overall functionality of Salesforce reports
  • Professional is available for up to two weeks to answer any questions about reports
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About The Org

Our Mission

As community leaders, provide healthy meals, hot showers, linkages to resources, and advocacy for people in need in our community in a dignified and welcoming environment.

What We Do

We provide a free breakfast on Saturdays and free showers on Thursdays and Saturdays in Downtown Mountain View.

Testimonials

Gabriel did a fantastic job of working with us to understand our needs and then create the reports we needed in a very short amount of time. I recommend Gabriel!
Leslie Carmichael
Leslie C.

President

Salesforce Report Creation Project

(No testimonial has been submitted by Gabriel)