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This project was completed on Dec 3, 2020
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Matched with Walter C.
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See the Impact story
Tech Systems call
Fair Housing Advocates of Northern California
Fair Housing Advocates of Northern California
0
21
Tech Systems Call
Call details
What we'd like to talk about
We are looking for someone to customize our existing Salesforce for Nonprofits account, which is primarily set up for client cases, to include our education and outreach events and workshops.
Additional context
The goal of this call is to ask the opinion of an expert before we request assistance with the Salesforce Database Customization project offered here.
We have worked with individual people and third-party contractors in the past. Our office is also in the middle of transitioning to the lightning version with about one third of employees already on board. We also use Salesforce as a platform Launchpad, a HUD approved housing counseling program. We have encountered several roadblocks throughout all of these transitions. Also, for direct access to our database, a volunteer would need to agree to a background check.
"Phone calls" are 1 hour, one-time calls with an organization. Learn the difference between volunteering on a Phone call and a Project here.
Posted by
Jillian C.
Executive Assistant and Development Coordinator
Our mission
Our mission is to ensure equal housing opportunity and to educate our communities on the value of diversity in our neighborhoods.
Testimonials
Walter was beyond helpful. His expertise was augmented by his ability to connect with me (not very tech savvy). He was able to translate my needs into actionable items. He was prompt, polite, and extremely professional. Walter was able to access my needs within the one hour call and offer to extend his volunteer services to help solve our Salesforce customization needs.
(No testimonial has been submitted by Walter)