Salesforce Database Customization

Help The Carbon Literacy Project create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
The Carbon Literacy Project
Manchester, United Kingdom
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The Carbon Literacy Project
Manchester, United Kingdom

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Posted July 2nd

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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 hoping to further utilise our current Salesforce database, and combining with another database system we have, so need help with some further customisation features and advise.

What We Have In Place
  • We currently have a Salesforce database, which should make it easy for you to get started. We also have a Salesforce strategy outlining roughly what we want, and the ability to provide any other information you need.
How This Will Help
This project will save us $22,852 , allowing us to spend our time engaging many new organisations in climate change action and behaviour change.

It will help us massively by streamlining a few of our biggest ongoing core processes.

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
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About The Org

The Carbon Literacy Project
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Posted by
Helen F.

Volunteer Manager

Our Mission

The Carbon Literacy Project offers everyone a day's worth of Carbon Literacy learning, covering - climate change, carbon footprints, how you can do your bit, and why it's relevant to you and your audience.

The Project's published definition of Carbon Literacy is:

"An awareness of the carbon costs and impacts of everyday activities and the ability and motivation to reduce emissions on an individual, community and organisational basis."

The Carbon Literacy Project is globally unique - there is nothing else quite like it anywhere. It was recognised as such by the UN at COP21, in Paris, where it was awarded as a TAP100, one of 100 worldwide Transformative Action Programs.

What We Do

Carbon Literacy is relevant climate change learning that catalyses action to reduce greenhouse gas emissions. The Carbon Literacy Project works to provide access to this learning to everyone who lives, works and studies and is expanding rapidly across the UK and beyond.

The Carbon Literacy Project is based on the key aim that if we are to cut our carbon emissions by the kind of reductions demanded of us by science, then we will need to change culture alongside technology.

Carbon Literacy training is offered through workplaces, educational institutions and communities.

Carbon Literate citizens understand how climate change will affect them - both geographically and sectorally - and have acquired the knowledge and skills to lower their carbon footprint, with typical realised carbon savings of 5-15% per person (Jacobs 2018).