Salesforce Database Customization

Help Zaccho Dance Theatre create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Zaccho Dance Theatre
San Francisco, CA, USA
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Zaccho Dance Theatre
San Francisco, CA, USA

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Posted March 5th

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 currently have Salesforce and the organization used it in the past. However, no one currently on staff knows how it is set up or how to use it for donor and audience management.

What we have in place
  • We currently have a Salesforce account, which should make it easy for you to get started. We also have an idea of what types of reports we'd like, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to focus our time and energy on our 40th Anniversary performance season in 2020!

We currently have no system for tracking donor and audience history. Zaccho used to use Salesforce, but the system has not been maintained in a few years and no one on staff knows how to use it well. Our Managing Director has experience with Salesforce, but not specifically with data management.

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

Zaccho Dance Theatre
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Posted by
Lisa B.

Managing Director

Our mission

Zaccho Dance Theatre creates and presents performance work that investigates dance as it relates to place.

What we do

Since our founding in 1980, Zaccho has been an innovative force in both the world of dance and our home community of Bayview Hunter's Point, San Francisco's African American Arts & Cultural District. Artistic Director Joanna Haigood and collaborators pursue unique and challenging visions of dance, including spectacular aerial choreography, evocative site-specific performances, and culturally significant subject matter. Zaccho opens the door to creative expression for a diverse group of artists, and elevates it to works of international acclaim.

Zaccho draws inspiration from social histories including the African-American experience, and returns it to the community through inclusive youth programs, adult classes, artist-in-residence programs, and a one-of-a-kind aerial arts festival, many at low or no-cost to participants. As a longstanding nonprofit program, we pride ourselves on maintaining our artistic integrity, social consciousness, and community involvement.

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