Salesforce Database Customization

Help Missouri Waterkeeper create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Missouri Waterkeeper
Saint Louis, MO, USA
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Missouri Waterkeeper
Saint Louis, MO, USA

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Posted September 9th

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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

We are currently using Salesforce for nonprofits but haven't customized it at all. As a relatively new organization, we would like to do this before we have too many records entered. We mainly plan to use SF to manage donors/members and volunteers.

What We Have In Place
  • We currently have an existing Salesforce account with a handful of records, which should make it easy for you to get started. We also have information about the type of data we would like to record, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to invest in an entire year of microplastics monitoring in rivers and drinking water and to expand our current program. This would be incredible!

Managing donors and volunteers is crucial to fulfilling our mission. Having a well-organized Salesforce database will enable us to be more effective at engaging these people, raising more funds, and ultimately having a greater impact for clean water.

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

Missouri Waterkeeper
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Posted by
Rachel B.

Director / Waterkeeper

Our Mission

The Missouri Confluence Waterkeeper is a 501(c)3 tax-exempt nonprofit focused solely on clean water and dedicated to protecting the right to fishable, swimmable, drinkable water for all Missourians.

The Missouri Confluence Waterkeeper is a member of the global Waterkeeper Alliance, an international nonprofit organization that serves and protects waters by connecting local Waterkeeper Organizations and Affiliates worldwide with the goal of clean water everywhere.