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Matched with Sandra S
Matched with
Sandra S.

Salesforce Database Customization

Help The Food Project create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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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 need support integrating MailChimp with Salesforce. We've set up a series of Campaigns to track different segments in Salesforce, but don't have the capacity in house to determine how the two databases work together.

What We Have In Place
  • We currently have Salesforce set up and most data migrated, which should make it easy for you to get started. We also have Campaigns and a robust Mail Chimp database, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to avoid hiring an expensive outside consultant to help us with this critical body of work.

We've not had the ability to truly segment our communications because our MailChimp database has not been consistently maintained through a period of staff transition. Now that we are up and running with Salesforce, we have the opportunity to set up a system that would allow us to send targeted communications to our many groups of constituents, raise our profile in the community and bring in more fundraising dollars.

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 & Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
Milestone 3: Hand-Off
  • Professional delivers handoff document to Volunteer Manager
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About The Org

Our Mission

The Food Project's mission is to create a thoughtful and productive community of youth and adults from diverse backgrounds who work together to build a sustainable food system. Our community produces healthy food for residents of the city and suburbs, provides youth leadership opportunities, and inspires and supports others to create change in their own communities.

What We Do

At The Food Project, we believe that everyone has the right to fresh, healthy, affordable food. Our goal is to transform the food system into a more just, community-engaged model that supports food security for all while connecting diverse communities to each other and to the land.

Since our founding in 1991, The Food Project has grown into a nationally recognized, non-profit organization that works at the intersection of youth, food, and community. Young people are the driving force of The Food Project and work on our farms and with community members to realize the right to food that nourishes our communities and the planet we share.

Each year, we employ 120 teenagers in this vital work on 70 acres of urban and suburban farmland across eastern Massachusetts where they grow 150,000 pounds of fresh fruits and vegetables and use this food to enact innovative food system initiatives that increase access to fresh, healthy food for all.

We focus this work in the two communities we are most deeply connected to: Boston's Dudley neighborhood and the City of Lynn.