This project is in progress
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Matched with Sandeep S
Matched with
Sandeep S.

Salesforce Database Customization

for  SURVIVEiT
Denver, CO, USA
https://surviveit.org
Posted by
Joy R.

Executive Director

Posted Date
Apr 20, 2019
Location
Virtual volunteer opportunity
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Salesforce Database Customization
Impact statement
This project will save us $22,852 , allowing us to focus our limited finances on developing a new, revolutionary cancer patient tool!

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

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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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 and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
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About The Org

Our Mission

To provide hope, knowledge, and resources crucial to surviving cancer.
Our vision is a world free from the fear of cancer.