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Salesforce Database Customization

Help Power Shift Network create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
Power Shift Network
Washington, DC, USA
Power Shift Network
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Power Shift Network
Washington, DC, USA

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Database administration Information technology

Posted July 8th

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

I need someone who has experience integrating Action Network with Salesforce, so data from forms will properly map to/update relevant objects, adding Action Network's tags to Salesforce (ideally to use generally, even for data not coming from AN)

What we have in place
  • We actively use Action Network, and are getting our Salesforce up and running. We can give you whatever privileges are necessary to help with integrating the two; we are not switching from AN to Salesforce, but will be using both simultaneously. We also have Zapier, if that's needed for this integration...
How this will help
This project will save us $22,852 , allowing us to help out smaller climate justice network member orgs with microgrants, and/or subsidize annual meeting attendance

We currently have data coming from several different sources; this will allow us to streamline and standardize everything, which will save a lot of time and effort and avoid missing opportunities due to data siloing.

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

Power Shift Network
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Causes
Environment Civil rights Youth development
Posted by
AS
Audrey S.

Data & Development Coordinator

Our mission

Power Shift Network mobilizes the collective power of young people to mitigate climate change and create a just, clean energy future and resilient, thriving communities for all.