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This project was completed on Oct 27, 2021
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Matched with Zach A.
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See the Impact story
Salesforce Database Customization
Family Promise of Greater Denver
Family Promise of Greater Denver
0
17
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 someone to clean up our duplicate data
- look at and configure our duplicate rules to catch duplicates coming in from formassembly/ internally
-Create look up/ editable fields for contact & partner Contact basic contact info (personal email, Phone, age)
-find out how you can have the global action e-mail on the service console page next to the client intake flow 9 custom object)
configure volunteer for salesforce app so it's mobile-friendly on our webpage
What we have in place
- We currently have clear idea of deliverables, which should make it easy for you to get started. We also have past experience working with salesforce volunteers, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to help more families by making sure we are organized internally. We'll be able to communicate more effectively.
We've moved to Salesforce and these edits/ fixes will help us keep our data clean now that our whole organization is salesforce and is growing.
Project plan
Posted by
Arlinda F.
Marketing & Communications Manager
Our mission
Our mission is to form relationships with families at risk of or experiencing homelessness by providing shelter, meals, and a spectrum of supportive services as they obtain permanent stability.
What we do
We have several programs aimed at keeping & getting families into stable housing. Our Rapid Resolution program focuses on diverting families from homelessness through relocation, transportation or food cards, paying bills & other financial assistance. Every month we give out funds for rental assistance to keep families housed. Our Case Management, (Bridge) transitional housing, and Shelter program all focus on getting families into more stable housing through connection to resources, housing first initiatives, and helping families through a holistic approach. Our small team has high success rates because of this approach.
Testimonials
Zach created fields, merged duplicates, and created a few reports for us. Although we had to cut our project short, he was very helpful while he was with us.
(No testimonial has been submitted by Zach)
