Before:
Work Performed:
SalesForce | Graphic Design
Team Members:
Austin Egan - Nonprofit
Jessica Clark - Volunteer
Tavleen Oberoi - Volunteer
David Derman - Volunteer
Kelsey Leljedal - Volunteer
● Upgrade to NPSP version 3 - COMPLETED
- Tested upgrade in Sandbox before pushing to Product
- Successfully upgraded to version 3.0 in Product
● Convert to household account model - IN PROGRESS
- Tested conversion to household account model in Sandbox
- Identified data to be cleaned before conversion
- Began cleaning data to ensure clean conversion
● Convert contacts to general contacts (clean up) - IN PROGRESS
- Updated tab views to include most relevant data
- Added workaround so that all new contacts are added as general
● Build customized reports - IN PROGRESS
● Create logo image files with transparent background for marketing and communication publications - IN PROGRESS
● Use transaction processing service to create mobile friendly pages - NOT COMPLETED
● Create event management sites - NOT COMPLETED
● Create thank you responses for donations - NOT COMPLETED
● Create bulk mailings - NOT COMPLETED