I am gathering quotes for a client that we are working with on improving their Nonprofit Cloud experience through Salesforce. If you do not have Nonprofit cloud experience, you will not be considered.
Here are the project requirements that will be done in stages. I am looking to hire a temporary sub-contractor and I will be the point of contact and project manager for this project.
Here's what will be needed and happy to discuss more in detail with the correct candidates.
Application Form
Application form for unauthenticated user
Creates applicable records in Salesforce.
Triggers email
Onboarding Form
Custom link, automatically sent to students in process of onboarding on requested cadence, shows status and missing required steps.
For unauthenticated users, no confidential info revealed, or extra licensing costs required
Customer Portal
Experience Cloud page for customer type #1 with access to cohorts, paychecks, personal information.
Customer Type #2 Portal
Experience Cloud page for customer type #2 with access to assigned customer type #1 info, etc
Customer Type #3 Portal
Experience Cloud page for customer type #3 with access to assigned customer type #1 info, etc
HR Custom Configurations
Custom object for ACH Info (including encrypted fields and restricted permission sets)
Custom object for Paycheck (sharing rules and and restricted permission sets)
Flow to automatically create paycheck based on enrollment and attendance
Approval process to submit paychecks for approval
Support Systems
When emailing support@ it creates a ticket in SFDC
Flow to create slack post and emails out to stakeholders.
Configuration of stages to triage cases
Reporting:
Create caps/limits and reporting on customer availability per program (typically 100, can vary)
Create reporting that shows teams needed per program (5-7 customers per team)
Create reporting to show customers needed per team
Create reporting to show customer type #2 needed per program
Create reporting to show customer type #2 needed per cohort based on student registration/enrollment
Create reporting to show customer type #1 served broken down by program, cohort, school
Create reporting to show customer type #2 served broken down by industry, company
Create waitlist once enrollment limit met Track partners/mentors as deal flows top of funnel through committed project
Create Funding Tracking
Integrations:
DocuSign Integration or Adobe Sign
Set up of up to 3 forms with up to 15 merge and write-back fields for W9, employment agreement, etc
Stripe Integration
Integration on Stripe to receive direct online donations
Donor form for online donations
Form for external users to make donations through Stripe payment component
QuickBooks Integration
Integration and mapping b/w QB and SF through Workato
synch gift transaction, ACH Info, and Paycheck object to QB bidirectionally
Constant Contact
Add mentor and student to CC
Synch campaign status, reads, opens, clicks
Brightspace Integration
Integration and mapping b/w SF and Brightspace through Workato
Slack
Integrate Slack with SF
Flow that triggers when customer type #1 confirms that sends out slack invitation email that self-provisions.
Flow to create slack channels based on cohort
Flow to automatically create Slack Channels based on teams
Flow to automatically remove customer type #1 from Slack upon program completion