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This project was completed on Jun 8, 2023
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Matched with John L.
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See the Impact story
Salesforce Database Customization
Raincoast Conservation Foundation
Raincoast Conservation Foundation
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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 would like to link our Canada Helps to Salesforce and see if there are any other ways we can streamline our salesforce experience.
What we have in place
- We currently have both an active Salesforce and CanadaHelps account that we've used for many years.
How this will help
This project will save us $22,852 , allowing us to put towards our research conservation efforts.
Streamlining our experience with our CRM will allow us to work more efficiently.
Project plan
Posted by
Alex H.
Communications Manager
Our mission
Raincoast is a team of conservationists and scientists empowered by our research to protect the lands, waters and wildlife of coastal British Columbia.
What we do
Since 1990, we have been making progress toward our habitat and wildlife protection goals. Our on-the-ground presence has given us a deep-rooted understanding of BC's vast coastline. We work in partnership with scientists, First Nations, local communities and NGOs to build support for decisions that protect marine and rainforest habitat on BC's coast.
Testimonials
(No testimonial has been submitted by Alex)
(No testimonial has been submitted by John)
