Salesforce Database Customization

Posted by
Anna S.

Volunteer Manager

Posted Date
Jul 19, 2018
Location
Virtual volunteer opportunity
Salesforce Database Customization
Impact statement
This project will save us $22,852 , allowing us to provide subsidized space to 65 home-grown performing arts groups, keeping them in downtown Oakland amidst intense gentrification.

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 have a review of plug-ins available for our specific functionality (ie. ticketing, email marketing, fundraising, etc.) and setup of chosen plug ins.

What We Have In Place
  • We currently have a well maintained patron database in Vendini, which should make it easy for you to get started. We also have a strong understanding of our needs, and the ability to provide any other information you need.
How This Will Help

This project is essential for the growth and professionalism of our organization. While our organization is small, our data management needs are particularly complex as a two-part organization. Ragged Wing Ensemble is a theater company with ticketing, fundraising and marketing needs. The Flight Deck is a shared arts venue with invoicing, vendor, and sales pipeline management needs. An integrated CRM system will streamline operations, bolster efficiency, and increase income, helping this essential arts resource better provide for the Oakland creative community.

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 and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
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About The Org

Our Mission

Ragged Wing Ensemble's mission is to rouse the human spirit through artistic action. We practice the art of fierce play, hatching the myths of our time.

The Flight Deck's mission is to provide a home for multidisciplinary artists to present work, share resources and practice radical acts of imagination in the heart of downtown Oakland.

RWE & TFD are two parts of one non-profit organization.

What We Do

Ragged Wing Ensemble creates and produces professional, multidisciplinary theater and art events as well as adult educational programs.

The Flight Deck provides affordable performance, rehearsal, gallery and office space to local community arts groups, hosts a membership program, and offers consulting services to help arts organizations thrive.