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Salesforce Database Customization

Help NOPI - Nonprofit Incubator create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
NOPI - Nonprofit Incubator
Norwood, MA, USA
NOPI - Nonprofit Incubator
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NOPI - Nonprofit Incubator
Norwood, MA, USA

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Cause
Philanthropy & capacity building
Skills
Database administration Information technology

Posted September 14th

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 are the fiscal sponsor for multiple programs and require customization of our Salesforce database to manage each program's donors constituents, grant opportunities, and volunteers.

What we have in place
  • We currently have an active Salesforce NPSP account, which should make it easy for you to get started. We also have an Executive Director with Salesforce skills, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to reinvest in the delivery of our program services.

This project is important to the success and sustainability of our programs and will increase the impact of the services they deliver.

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
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About the org

NOPI - Nonprofit Incubator
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Causes
Philanthropy & capacity building Community & economic development Employment services
Posted by
Amanda L
Amanda L.

Executive Director

Our mission

To accelerate the sustainability, impact, and success of charitable programs erasing systemic inequities in their communities and beyond.

What we do

We are a nonprofit incubator led by women and members of the LGBTQ+ community. Our goal is to provide comprehensive support and accelerate the impact of informal charitable projects, pending nonprofits, and established nonprofit organizations in need. Through our wrap-around services, we strive to empower organizations of all sizes to make a positive difference in their communities and beyond.

Our services aim to enhance the nonprofit sector's capacity to address social inequities in key areas such as climate change, education, mental health, healthcare, housing, and employment.

By providing support to organizations working in these critical fields, we aim to foster positive change and help build a more just and equitable society.

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