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Salesforce Database Customization
Help Communities Confronting Substance Use and Addicti… create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Communities Confronting Substance Use and Addiction
Teaneck, NJ, USA
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Communities Confronting Substance Use and Addiction
Teaneck, NJ, USA
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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
We need help creating a not-for-profit instance of Salesforce, basic customization and data migration.
What we have in place
- We currently have an basic understanding of the objects and relationships, which should make it easy for you to get started. We also have volunteers to help with data cleaning and preparation, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to expand our reach to more communities and offer more programming on the risks of substance use and addiction.
We are a small not for profit, growing rapidly, and we need to streamline our processes and data collection to be more effective. We are currently based in the greater New York area and we have requests from communities in other parts of the country. This project will give us the infrastructure to service a larger base.
Project plan
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Posted by
Amy H.
Project Manager
Our mission
Communities Confronting Substance Abuse, Inc. (CCSA) is a not-for-profit organization founded with the goal of creating stigma-free Jewish communities through awareness, education and prevention programming regarding substance use and addiction.
