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Salesforce Database Customization
Help Retraining The Village create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Retraining The Village
Campbell, CA, USA
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 Salesforce, which should make it easy for you to get started. We also have Google G-suite, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to work effectively and put hours towards program services
To keep our vital information about our clients in the cloud, data collection, add additional co-workers, and the chatter. Most importantly is the client intake and the real-time data
Project plan
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Posted by
Halley C.
Chief Executive Officer
Our mission
Retraining the Village's mission is to reintroduce the economical, geographic and social changes to men who are exiting out of homelessness, and institutions. To reignite their passion and determination to see and complete their individual personal plan (IPC) and to pursue their dreams to become independent. To redirect their barriers of substance abuse and personal thinking into good thoughts and actions daily.
