Salesforce Database Customization

Help Grantmakers In Aging, Inc. create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Grantmakers In Aging, Inc.
Fort Wayne, IN, USA
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Grantmakers In Aging, Inc.
Fort Wayne, IN, USA

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Posted July 31st

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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

Create a Microsoft EXCEL file designed to import data on members in Salesforce (customized fields). Create reports on these fields on members.

What We Have In Place
  • We currently have Salesforce account and license for a user, which should make it easy for you to get started. We also have fields that we want to enter in Salesforce, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to save on hiring an outside consultant to create these spreadsheets, import to Salesforce, and create customized reports.

This project will allow us to track data that we will use to make our value proposition to members and prospective members.

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

Grantmakers In Aging, Inc.
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Posted by
Maria G.

Director of Member Services & Knowledge Management

Our Mission

Believing a society which is better for older adults is better for people of all ages, Grantmakers In Aging - a national membership organization of philanthropies - acts as a relevant and responsive network, resource, and champion, amplifying the voices of older people and issues of aging.

Testimonials

Swetha was a pleasure to work with on this project to customize reports for Salesforce and to integrate MailChimp. She was thorough and did check-ins throughout the project to make sure the reports were exactly what we wanted. I highly recommend Swetha!
Maria Gonzalez Jackson
Maria G.

Director of Member Services & Knowledge Management

Salesforce Database Customization Project

(No testimonial has been submitted by Swetha)