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This project was completed on Dec 4, 2019
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Matched with Daron R.
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See the Impact story
Salesforce Database Customization
Help Tax-Aid create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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
- Hello! We are currently using Salesforce to track donations that come in. We would like to start using it to track our interactions with funders and create some reports so we can move away from using spreadsheets.
How this will help
This project will save us $22,852 , allowing us to spend more time cultivating donors and less time manually creating reports
Using salesforce for this information will make it accessible to others within the organization.
Project plan
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Posted by
Jill S.
Executive Director
Our mission
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
Testimonials
Daron was a wonderful teacher and coach. He patiently guided me along the path to better utilize salesforce. We had several online meeting with screen sharing that were super helpful.
Jill has been an absolute pleasure to work with. Super responsive and very eager to bring greater efficiency to Tax-Aid through the use of Salesforce. I highly recommend working with Jill and this is a great organization to volunteer your time to!
