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Salesforce Database Customization

Help Hilltown Village Inc (DBA It Takes a Village) create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Hilltown Village Inc (DBA It Takes a Village)
Huntington, MA, USA
Hilltown Village Inc (DBA It Takes a Village)
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Hilltown Village Inc (DBA It Takes a Village)
Huntington, MA, USA

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Cause
Human services
Skills
Database administration Information technology

Posted April 24th

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Salesforce Database Customization
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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

Salesforce customization for point of "Sales", database, and report capabilities. We have already discussed feasibility and need share detailed needs.

What we have in place
  • We currently have a full needs outlines, and scope, which should make it easy for you to get started. We also have a person with Salesforce use experience, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to serve more local families in need, providing much needed parenting support. The Village Closet is a community resource that offers free new and gently used maternity, infant, child, and adult items.

This project will save our non-profit organization thousands of dollars a year in manual entries and duplicate activities.
The Mission of our organization is to provide free postpartum and early parenting support to families with babies and young children living in Western Massachusetts, and to inspire the community to welcome the newest members of their Village.

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 & 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

Hilltown Village Inc (DBA It Takes a Village)
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Causes
Human services Maternal health
Posted by
TB
Tara B.

Project Coordinator

Our mission

To provide free postpartum and early parenting support to families with babies and young children living in Western Massachusetts, and to inspire the community to welcome the newest members of their Village.

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