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Salesforce Database Customization
Help Detroit Food Academy create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
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
THIS IS NOT AN INITIAL BUILD OUT: We currently use our Salesforce to track contacts, attendance records, paperwork paperwork, and use the Maps feature to generate delivery routes for students. We would love to streamline some of the data entry by adding something like FormStack that will cut out the middle process of our current method: GoogleForms > Excel sheets > intern enters data manually or a bulk upload to SF.
What we have in place
- We currently have all the materials available for our data process, which should make it easy for you to get started. We also have access to Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to devote more time and resources to the youth we serve.
We are hoping to utilize our Salesforce database even more, and streamline our process so we can free up some work time.
Project plan
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