Salesforce Database Customization

Help Network for Young Adult Success - UtmostU create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Network for Young Adult Success - UtmostU
Chicago, IL, USA
Unfollow
Log in to follow
Network for Young Adult Success - UtmostU
Chicago, IL, USA

0

Live Projects

10

Matched Projects
4 Followers

Posted March 25th

Share this project:
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

Hello,

The Comer Education Campus is seeking assistance with customizing its salesforce platform prioritizing attendance, grants, and financial data. We are working with the database firm - Allium and so we would appreciate having an individual skilled in the customization and migration process to serve as a subject matter expert and provide support during this phase of the project.

What We Have In Place
  • We currently have Is it possible to discuss this project first?, which should make it easy for you to get started. We also have It would be great to chat for an hour prior to start., and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to reallocate those funds toward our efforts to address the educational loss, digital divide issues, and the ongoing inequities our young people and community face daily.

This project will help our organization be ensuring that we have quality to data to clearly articulate the impact of the Comer Mission as we aim to prepare youth for college and careers.

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
Show More

About The Org

Network for Young Adult Success - UtmostU
Unfollow
Posted by
Santrice M.

Director of Advancement

Our Mission

UtmostU is a Chicago-based alliance of high schools, community-based organizations, universities, community colleges and workforce development organizations committed to post-secondary success. We empower young adults to realize their professional aspirations by supporting their successful degree attainment and career preparation.

Using a highly innovative model, UtmostU leverages holistic supports, strategic partnerships, and a unique technology platform. UtmostU is reaching multiple communities as the network scales to impact hundreds more young adults each year. Our vision is to equip all young adults to reach their greatest degree in life.