Salesforce Database Customization

Help Literacy Council of Norristown create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Literacy Council of Norristown
Norristown, PA, USA
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Literacy Council of Norristown
Norristown, PA, USA

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Posted July 2nd

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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
What we have in place
  • This project has been started so we have some components already. We will ask you to begin where the other person left off. We need some custom fields and custom reports. Our data will have to be inputed.
How this will help
This project will save us $24,862 , allowing us to allocate these monies to program goals.

We track student hours and test scores to determine what to teach the students and how much progress was achieved.

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

Literacy Council of Norristown
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Cause
Education
Posted by
Sue W.

Executive Director

Our mission

Literacy Council of Norristown (LCN) empowers adults to improve literacy skills or learn the English language utilizing trained volunteers and teachers who provide tutoring or classroom instruction at no cost.

What we do

We provide one-on-one tutoring for adult learners in GED preparation, improving reading and math skills, citizenship preparation, as well as English as a Foreign language classes.

Testimonials

Betre was great to work with in every regard. He has a solid technical knowledge of Salesforce and was able to provide us with a database that we can use for our adult education program. He was responsive and eager to help. I would definitely recommend him and I would definitely work with him again if the need arises.
Sue W.
Sue W.

Executive Director

Salesforce Database Customization Project

I am honored to work in this project alongside with LCN. Sue was great person to work with. She provided all the information, the project requires on time. I would recommend any professional to work with LCN staff. I hope I will work with LCN again in the future.
Betre K.
Betre K.

Volunteer