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.
Detroit Food Academy
Detroit, MI, USA
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Detroit Food Academy
Detroit, MI, USA

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Posted June 24th

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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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

Detroit Food Academy
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Our mission

Detroit Food Academy is a youth leadership program that inspires young Detroiters to grow as leaders through the power of food entrepreneurship.

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