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Salesforce Database Customization

Help Executive Service Corps (ESC) create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Executive Service Corps (ESC)
Chicago, IL, USA
Executive Service Corps (ESC)
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Executive Service Corps (ESC)
Chicago, IL, USA

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Cause
Philanthropy & capacity building
Skills
Database administration Information technology

Posted October 15th

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 need help customizing our Salesforce database, creating reports, and putting about 200 donations into it.

What we have in place
  • We currently have a Salesforce account with some data with customization, which should make it easy for you to get started. We also have donor data and some reports created, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to Serve additional organizations and their clients.

It will allow us to serve more organizations and their clients.

Project plan

P
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

Executive Service Corps (ESC)
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Causes
Philanthropy & capacity building Community & economic development Diversity & inclusion
Posted by
Rachelle J
Rachelle J.

President and CEO

Our mission

The mission of the Executive Service Corps (ESC) is to make nonprofits successful. To achieve our mission, we provide consulting, coaching, and professional services to other nonprofit organizations. Each year we help 1.2 million people.

What we do

The Executive Service Corps (ESC) is Chicagoland's premier nonprofit consultancy. ESC is a 42-year-old nonprofit organization that provides consulting and coaching services to about 150 philanthropic organizations, associations, and governmental institutions each year.

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