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This project is in progress
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Matched with Brian B.
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See the Impact story
Salesforce Database Customization
Help SURVIVEiT create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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 a SalesForce account, donors have been uploaded, which should make it easy for you to get started. We also have subscribers, boards, industry contacts, 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 our limited finances on developing a new, revolutionary cancer patient tool!
We're at the perfect point to activate our SalesForce account - not too small, not too big. As we look to engage our subscriber base in a more meaningful way, create prospect lists of industry contacts, and seek to have a better comprehensive view of everyone that we reach we think SalesForce is the platform to do that.
Project plan
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Posted by
Joy R.
Executive Director
Our mission
To empower you to define your journey and face cancer on your own terms.
Our vision is a world free from the fear of cancer.
