• 17 people are interested
 

Salesforce Database Customization

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ORGANIZATION: Healthi AI

  • 17 people are interested

Health Inno is looking for help with sales of our products and services. Health Inno develops Blockchain and Artificial Intelligence products for the Supply Chain industry.

You can learn more about our products here - https://www.healthinno.org/

Health Inno also runs the largest community of Blockchain and Artificial Intelligence enthusiasts in the Cambridge area with 4000 members in our community. Please join our meetup to get to know us better here - https://www.meetup.com/autoblock/

 Estimated Time

Volunteers: 30-50 hours
over 1-2 months
Organizations: 4-7 hours

Deliverables
  • 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
Prerequisites
PROFESSIONAL
  • Proficiency in Salesforce
  • Experience creating and/or customization CRM platforms
  • Experience in database schema design and light coding
NONPROFIT
  • An existing database to migrate to Salesforce
  • A preliminary data cleanse including spreadsheet merging and de-duplication
  • A list of reports to be designed
  • A Salesforce account
  • Note: Salesforce provides up to 10 free user licenses for nonprofits
Project Steps
  • 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
  • Milestone 2: Data migration and customization
    • Professional conducts data migration
    • Professional and Volunteer Manager check accuracy of migration
  • Milestone 3: Handoff
    • Professional delivers handoff document to Volunteer Manager

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About Healthi AI

Location:

One Broadway, Cambridge, MA 02142, US

Mission Statement

At Healthi AI, we believe that everyone deserves access to a healthy and sustainable lifestyle. Our mission is to inspire and empower individuals, communities, and organizations to make informed choices that contribute to the well-being of both people and the planet.

Description

At Healthi AI, our passion for health and sustainability drives our mission to create positive change in North America. Committed to a brighter and healthier future, we are a non-profit organization dedicated to addressing pressing health and sustainability issues across the continent.

CAUSE AREAS

Computers & Technology
Computers & Technology

WHEN

We'll work with your schedule.

WHERE

32 Vassar StreetRay and Maria Stata CenterCambridge, MA 02139

(42.36161,-71.09064)
 

DATE POSTED

February 3, 2019

SKILLS

  • Salesforce

GOOD FOR

N/A

REQUIREMENTS

  • Our initial engagement will last for one month and then we will reassess extending the working relationship based on mutual interest. At this time, we only ask for one month commitment.
  • Eagerness to learn and commitment to work.

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