Salesforce Database Customization
The Barnabas Connection
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
Barnabas relies heavily on the use of a CRM. When we were first founded, we had a custom CRM built for us by a donor. Unfortunately, that CRM is now antiquated and does not talk with the updated web hosting systems. We need to move all of our data to a cloud-based CRM that we can/volunteers can use. We have, without success, tried 2 different CRMs-one of which we paid for. We have been recommended to use Salesforce for nonprofits but are frustrated and looking for expert help! THANK YOU!
What we have in place
- We currently have A custom CRM, which should make it easy for you to get started. We also have all of it downloaded, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to put those dollars directly in the hands of community members experiencing financial hardship, those who have been impacted by COVID-19 or the winter storms, or to use towards our programs.
It is the way we log all of our client data to track who we are helping and what resources and referrals we provided to them. It is also how we can track demographics to use for reporting to our donors and for grants. We know that the best way to make decisions is data-based and if we do not have a current data set to use, we are not able to do that. In addition, it allows us to case manage all of our clients andprovide a continum of services.
Project plan
Posted by
Kate S.
Executive Director
Our mission
The Barnabas Connection assists people in need through advocacy, education and direct services.
What we do
The Barnabas Connection is a 501(c)(3) organization governed by a board of directors with members from the community at large and ecumenical partners.
Barnabas has grown to include:
Advocacy with local utility providers and county and government services.
Annual events that provide for specific community needs.
Direct financial assistance to clients.
Emergency Relief
