Salesforce Database Customization

Help Art-Reach create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Art-Reach
Philadelphia, PA, USA
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Art-Reach
Philadelphia, PA, USA

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Posted September 16th

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

Creating a new custom object and FormAssembly integration for the object.

What we have in place
  • We have been using Salesforce for nearly a decade. We are expanding one of our programs and will need help creating a custom object and integrating a sign-up sheet on our website using FormAssembly connectors.
How this will help
This project will save us $22,852 , allowing us to invest more time developing and running programs since our staff is so small.

This project will help us expand our program model and increase the number of people we serve each year.

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

Art-Reach
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Our mission

Art-Reach creates, advocates for and expands accessible opportunities in the arts so the full spectrum of society is served.

What we do

Art-Reach brings arts and culture opportunities to underserved audiences like people with disabilities and low-income communities. Art-Reach works with over 200 human services agencies and 220 arts organization throughout Greater Philadelphia to create accessible experiences in the arts. Last year, over 185,000 people had the chance to engage with the arts because of Art-Reach. Through Art-Reach's unique programs, people of all ages, economic backgrounds, and physical capabilities can enjoy cultural events and benefit from the transformative power of the arts.

We are the only organization in the region solely devoted to increasing cultural participation among all underserved audiences. In addition, Art-Reach serves as a public resource and advocate for cultural accessibility while also helping cultural organizations to increase their outreach to underserved communities, fill empty seats, and diversify audiences.

Art-Reach's core programs include:

(1) Ticketing Program: distributes free or deeply discounted tickets for admission to museums, cultural institutions and arts performances to our network of 205 human service agencies.

(2) Encore Program: Presents curated programs designed for specific audiences and their unique needs. These programs take place both offsite at arts partners' locations and onsite at Member Agencies whose clients are unable to travel. ENCORE programs are immersive, participatory experiences including workshops, studio dance sessions, touch tours, verbal description and sensory friendly performances.

(3) ACCESS Philly: a public initiative that allows anyone who uses a PA EBT Card (Access card) to manage food and medical benefits admission to 35 museums, gardens and historical sites and tickets to 13 performing arts venues for only $2.

(4) Cultural Accessibility Forum & Exchange (CAFE) and Cultural Accessibility Training: provide dialogue series for arts professional to highlight emerging trends in cultural accessibility and provide disability etiquette training and best practices for welcoming the disability community.

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