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This project was completed on Sep 10, 2019
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Matched with Betre K.
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See the Impact story
Salesforce Database Customization
Family Promise Montco PA, formerly Inter-Faith Housing Alliance
Family Promise Montco PA, formerly Inter-Faith Housing Alliance
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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
What we have in place
- We are currently using Salesforce to manage our clients, volunteers and donors. We hired a consultant a year or so ago who provided some customization to the platform. We need help with further customization and reporting tasks.
How this will help
This project will save us $1,747 , allowing us to serve more families experiencing homelessness.
Salesforce helps us achieve our mission and report on our impact.
Project plan
Posted by
Marsha E.
Executive Director
Our mission
Family Promise Montco PA provides opportunities for families in our diverse community to achieve self-sufficiency by offering community-based programs designed to bridge homelessness and independence.
What we do
Family Promise Montco serves families experiencing homelessness by providing stable housing and support that lead families toward self-sufficiency. We offer a 90-day emergency shelter program in partnership with area religious congregations, a 2-year transitional housing program, an open-ended supportive housing program, and a food cupboard. Families in housing programs receive case management, education, and help with basic needs; graduates receive aftercare to keep them on track to maintain independence.
Testimonials
Betre was amazing. He quickly grasped the troubleshooting required and fixed our Salesforce problem within days. Thank you Betre!
It was a pleasure to work with the IFH team.
