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Salesforce Database Customization

Help Dad's Garage, Inc. create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Dad's Garage, Inc.
Atlanta, GA, USA
Dad's Garage, Inc.
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Dad's Garage, Inc.
Atlanta, GA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted August 13th

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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
Additional details

We use PatronManager, which is part of Salesforce, to track all of our ticket sales and donations. We'd like to set-up a stream in Salesforce to also use it to generate and track leads for our corporate workshops. We want to automate as much as possible things that are currently being organized via Excel and personal emails.

What we have in place
  • We currently have Salesforce experience, which should make it easy for you to get started. We also have years of corporate sales data, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to continue investing in our mission.

Earned revenue is a huge part of our business model and being able to follow-up with leads who never booked us is a huge opportunity. Booking corporate gigs allows us to pay our performers more and overall grow.

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 & Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Hand-Off
  • Professional delivers handoff document to Volunteer Manager
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About the org

Dad's Garage, Inc.
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Cause
Arts & culture
Posted by
Lara S
Lara S.

Managing Director

Our mission

Dad's Garage transforms people, communities, and perspectives through laughter.

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