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Matched with Jason M
Matched with
Jason M.

Salesforce Database Customization

Help Project ECHO create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Project ECHO
Albuquerque, NM, USA

Posted October 29th

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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 are seeking volunteers to help us configure Salesforce. We have an in house built CRM we are currently using and have some data that will need to be migrated.

What We Have In Place
  • We currently have our requirements on what we need configured, which should make it easy for you to get started. We also have dedicated resources for this project, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to utilize the funds towards other projects and solutions that our organization and partners need to do their work more efficiently.

We seek to positively impact one billion lives by 2025. Salesforce will empower that growth. Our distributed network of teams will be using Salesforce to support thousands of partners globally, to share relationship information, track milestones, and empower high-quality, context-specific service. Configuring it well is key; doing so will allow us to quickly understand the state of our movement and inform our strategy to reach our goal. Since Salesforce is new to us, we need experts to guide us.

Project Plan

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
Milestone 2: Data Migration and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
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About The Org

Our Mission

Project ECHO's mission is to democratize knowledge to get the best practices to underserved people all over the world. Project ECHO seeks to positively impact one billion lives by 2025.

What We Do

The ECHO model enables collaboration between social organizations and individuals to solve societal problems at scale. Project ECHO currently has 338 partners in 37 countries, being utilized by 700 networks, reaching 70,000+ clinicians, covering 70 disease areas.

ECHO has partnered with Ministries of Health in countries throughout the world including:
* India
* South Africa
* United States
* Canada
* Northern Ireland
* Guatemala
* Panama

We are currently expanding into areas of need including education, sanitation, clean water, and the environment.

How ECHO works:

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