Portfolio
Chinese for Affirmative Action
A nonprofit had its data stuck in a legacy database, and wanted to move into the future by moving that data into Salesforce. It would take a data migration expert to extract that data, and a previous consultant’s migration attempt had failed.
Data migration to Salesforce
The Partnership
The Challenge
CAA needed to migrate their fundraising and program database to Salesforce from their two legacy databases, Sage and Salsa. With more than a million records generated over 40-plus years, this was not a task for the faint of heart. In addition, CAA needed to structure access to Salesforce so that each of the remote member organizations of AACRE had access to only their own specific donors and donation history.
The Project
Service
Technologies
Eventbrite for Salesforce
Report Builder
Salesforce App Exchange
Salesforce Nonprofit Success Pack
Salesforce Sales Cloud
Salsa Sync for Salesforce
Soapbox Mailer
SQL
Web-to-Lead
The task for Dayspring’s Salesforce consulting services was clear: configure Salesforce with the Nonprofit Success Pack for CAA’s needs, do a little security matrix magic, and then, oh yes, the data…
CAA’s old database was convoluted, their data export nearly indecipherable by a maze of unlabeled tables and distantly connected objects. Dayspring’s data experts did a deep dive into that treacherous terrain, capturing IDs, deciphering names, connecting tables, and combining objects. In the end, we succeeded in extracting all of CAA’s data in a clean, well-structured, appropriately linked format that was just begging to be imported into the pleasant pastures of Salesforce.
Meanwhile in Salesforce, Dayspring’s Salesforce consultants had configured the Nonprofit Success Pack and defined record access. Soapbox Mailer replaced Salsa for email marketing. EventBrite for Salesforce replaced Google Spreadsheets for event management. Salsa Sync brought constituents’ advocacy actions into Salesforce.
The result? With Salesforce, CAA has a modern, unified, cloud-based, relational database which allows it to raise money more effectively and to advance its mission to protect the civil rights of Asian Americans.
