Salesforce Database Customization

Help BRAVE Communities create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
BRAVE Communities
Austin, TX, USA
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BRAVE Communities
Austin, TX, USA

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Posted September 8th

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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
  • We currently have a nonprofit Salesforce account, which should make it easy for you to get started. We also have stakeholders lists from Mailchimp & Better Unite, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to continue offering free community conversations.

We would like a more efficient process to connect and communicate internally and externally.

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

BRAVE Communities
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Posted by
Emlyn L.

Founder & Community Collaborator

Our mission

We exist to empower and amplify the voices of the marginalized so that we may change the narrative and become a more just, equitable, and inclusive community.

What we do

We unite students, schools, businesses, nonprofits, and community groups by sharing our stories and voices, so we may understand, embrace, and empower each other to become a more integrated and inclusive community.

We build intercultural and intergenerational relationships in our city and virtually through the following services:

BRAVE-Makers and Ambassador programs are diverse groups of high school female-identifying students, who develop leadership skills and gain hands-on experience to effect change through a social justice and racial equity lens.

BRAVE Communities Conversations are monthly community conversations to connect concerned citizens with vital resources. We typically invite community champions and professionals to share their expert knowledge on various social and racial equity issues. Community members have the opportunity to listen, learn, discuss, and share their stories in small group facilitated circles.

BRAVE Fest is an annual Austin-wide community builder where we celebrate local artists, businesses, nonprofits, and community groups that are creating change in our city.

Testimonials

Modupe is wonderful! She and her team were professional, friendly, timely, very well organized, and great communicators. They assisted us with setting up Salesforce and supported us with clear, defined timelines and objectives. I highly recommend working with Modupe!
Emlyn L.
Emlyn L.

Founder & Community Collaborator

Salesforce Database Customization Project

(No testimonial has been submitted by Modupe)
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