Back to all projects

Salesforce Database Customization

Help WhoWhatWhy create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
WhoWhatWhy
New York, NY, USA
WhoWhatWhy
Unfollow
Log in to follow
WhoWhatWhy
New York, NY, USA

0

Live Projects

53

Matched Projects
3 Followers
Cause
Arts & culture
Skills
Database administration Information technology

Posted June 16th

Share this project:
Salesforce Database Customization

Project details

What we need
  • A Salesforce database including basic contact and organization information along with essential pipeline management processes.
  • A customized set of Salesforce objects, single-record editing of data (up to 15 object types)
  • A customized set of reports to pull data from multiple object types (up to 15 reports)
  • Importing of existing contact data into Salesforce from .csv files
  • Integration with Constant Contact, PayPal, and (possibly) Quickbooks
  • Training for designated staff member on new objects, reports and views
  • “Hand-off” documentation on the object schemas and any custom code although our goal is to minimize custom code.
What we have in place
  • We have most requirements specified. We have a staff member in place who can help drive out remaining requirements, in partnership the SF consultant we are looking for. We have a basic set of data to be imported. We have fun and are great to work with (at least we think so!)
How this will help
This project will save us $22,852 , allowing us to publish 5 stories about national issues such as climate change, war, or secrets being kept by the government.

At WhoWhatWhy, we are filling a demand for more honest, more relevant journalism. We are nonprofit and nonpartisan and we are fierce about digging for the truth--and coming up with answers that can move society forward. We plan a lot of ambitious projects on topics such as Climate Change, threats to privacy, and the presidential race, and we're looking forward to growing and having a growing impact. SalesForce will help us move forward with our fundraising. Take a look at us: www.WhoWhatWhy.com

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
Show more

About the org

WhoWhatWhy
Unfollow
Causes
Arts & culture Civil rights International affairs
Posted by
Russ B
Russ B.

Editor-in-Chief and CEO

Our mission

Provide the public with crucial information not normally unearthed or delivered by conventional media. We cover stories and angles others cannot or will not, with intelligence, honesty, and a hunger to know. We believe that the public has the right to the truth, that the truth changes minds--and that when you change minds, you change everything.

Testimonials

Read the Impact Story
Leah has been great to work with. What she didn't know, she figured out. Was great at anticipating needs and getting ahead of the game.
Russ B.
Russ B.

Editor-in-Chief and CEO

Salesforce Database Customization Project

(No testimonial has been submitted by Leah)
The pixel