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Salesforce Project Lead for Nonprofit- bi-directional data configuration (volunteer)
ORGANIZATION: ACADEMY FOR PRECISION LEARNING INC
Please visit the new page to apply.
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If you are certified in Salesforce, have some free time, and are seeking a project you can sink your teeth in then this may be for you!
Use Case:
> A Staff or Volunteer requests a contact (individual) so they can become the point of contact for the person.
DETAILS:
> This must be a no additional cost to our nonprofit.
>User has a link and can submit a form which the data checks the Salesforce CRM and lets the requester know if the individual is in our CRM. If not they are automatically added as a point of contact (ideally). Not sure the automation can work...
>Our Director of Advancement (DOA) manually assigns in the CRM. Here is why:
> If the individual being requested already has a point of contact, the DOA reviews and discusses the relationships and then assigns the POC (within the CRM).
>When the requester is submitting they are providing the following data:
first name*
last name*
email address*
Address info including address, city state and zip.
Relationship notes: How they know the person
Aside from the form, we would like you to create a POC report depicting who requested and who was assigned.
4 More opportunities with ACADEMY FOR PRECISION LEARNING INC
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About ACADEMY FOR PRECISION LEARNING INC
Location:
5031 University Way NE, SEATTLE, WA 98105, US
Mission Statement
MISSION: APL's mission is to provide an innovative and transformational K-12 learning community that empowers neurodivergent students. VALUES: APL is committed to fostering an inclusive atmosphere where all students feel a sense of belonging, feel that they can be exactly who they are, and are actively engaged in their learning community.
Description
We recognize that every individual possesses a unique set of talents and capabilities, and it is our responsibility to foster an environment that not only acknowledges this diversity, but celebrates it.
APL is dedicated to empowering our students in defining and achieving their aspirations for a fulfilling life. We foster a community that advocates for individual voices, promotes agency, and cultivates essential skills for independent living. We believe in nurturing meaningful relationships and embracing the richness of neurodiversity.
Together, we celebrate the uniqueness of each student, supporting their journey toward a purposeful and successful future. We are currently only able to have volunteers who have a SS# and who reside in the US, due to our school privacy practices.
CAUSE AREAS
WHEN
WHERE
This is a Virtual Opportunity with no fixed address.
DATE POSTED
October 16, 2024
SKILLS
- ERP / CRM
- IT Strategy
- Salesforce
- Analytics
- Critical Thinking
- Problem Solving
GOOD FOR
N/A
REQUIREMENTS
- Background Check
- Must be at least 21
- Orientation or Training
- as needed to complete this project successfully by December of 2024
- Ability to meet with our Salesforce team at 10 am on Fridays. Must have a mic and join in in zoom or team calls. Provide copy of Salesforce Certification.