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Salesforce Database Customization

Help Mission Kids Co-Op create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Mission Kids Co-Op
San Francisco, CA, USA
Mission Kids Co-Op
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Mission Kids Co-Op
San Francisco, CA, USA

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Cause
Education
Skills
Database administration Information technology

Posted October 15th

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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
Additional details

We would like to leverage our data to boost communications and fund-raising efforts. Today we have a range of client touch-points and data collection sites. Long term we would like to create a consolidated client profile in our existing installation of SalesForce non-profit CRM. We are looking for someone who can help us map & import our data from various services in to SF records.
The end result would be a map of the data between these services and a successful run of data import into SF.

What we have in place
  • We currently have a salesforce account, which should make it easy for you to get started. We also have list of services, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to provide flexible tuition to low income families in need.

Our organization is about to double in size. This project will help our organization develop efficiencies and reduce errors in managing client data. Efficiently managing CRM is crucial as we grow in size.

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

Mission Kids Co-Op
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Causes
Education Community & economic development Diversity & inclusion
Posted by
Christina M
Christina M.

Co-Director

Our mission

Mission Kids provides exceptional bilingual, multicultural, community-based early care and education, fostering respect and love of learning, to income diverse families of San Francisco.

Testimonials

Read the Impact Story
Xiaojie was extremely professional and helpful. You will be lucky to have her support!
Christina M.
Christina M.

Co-Director

Salesforce Database Customization Project

(No testimonial has been submitted by Xiaojie)
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