Salesforce Database Customization

Help United Way Bay Area create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
United Way Bay Area
San Francisco, CA, USA
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United Way Bay Area
San Francisco, CA, USA

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Posted June 3rd

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 support changing our current Salesforce Work Flows into the new updated Salesforce Flows.

What We Have In Place
  • We currently have a Salesforce system set up, which should make it easy for you to get started. We also have a Salesforce admin and specialist in Exponent Case Managemen, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to use the new Salesforce Flows without interruption to SparkPoint services to low-income individuals and families.

The current Salesforce Work Flows produce important fields in Salesforce Exponent Case Management system that reflects the status and updates for low-income individuals and families served by SparkPoint program.

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

United Way Bay Area
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Our Mission

United Way Bay Area takes an innovative, holistic approach to ending the cycle of poverty in the Bay Area through advocacy and programs that support all ages—providing free access to family support, financial stability, job opportunities, and basic needs.

What We Do

Adult Empowerment
United Way supports community defined goals within the Adult Empowerment space that not only supports Bay Area families in their time of need but also connects them with sustainable solutions to improve their life while helping build up the local economy.

We support:
SparkPoint Centers
Earn It! Keep It! Save It!
Advocacy: Earned Income Tax Credit

Youth Development
United Way supports community defined goals within the Youth Development space by supporting Bay Area youth with resources, training, mentoring, and entry-level job opportunities that help them achieve a path to sustainable future. We create pathways for youth to gain early work experiences so they will become financially secure as adults.

We support:
Mayor’s Youth Jobs+ Initiative
Business Pathways and Doorways Partnerships
Advocacy: Minimum Wage

Basic Needs
United Way supports community defined goals that not only supports Bay Area families in their time of need but also delivers sustainable solutions to improving their lives through a set of resources that help them develop a clear path to overcoming life’s biggest challenges.

We support:
Emergency Assistance Network
211 Call Center | 211.org
Advocacy: Housing

Community Development

United Way hosts a wide range of community engagement opportunities that support our community development work. Throughout our eight Bay Area counties, we strategically align with local city government departments, nonprofits, and individual citizens to convene courageous conversations and advocate for the needs of our most vulnerable community members.

Initiatives we support:
Special Projects: Rise Together
Community Conversations in partnership with the Commonwealth Club of California
Advocacy: Community Steering Committees
Workplace campaigns and corporate social responsibility efforts

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