Salesforce Implementation
With Expertise across the Salesforce platform
Our certified consultants and nonprofit experts will transform your processes and data into a database that can be utilized by your entire team to better understand your organization's clients, donors, or members.
Why Idealist
We treat every project individually and customize solutions to your nonprofit process.
We put relationships at the center of each project and every solution.
We know firsthand how to navigate and support nonprofit organizational structures.
Implementations Services
Implementation
Build and grow your database.
Our admins and developers will customize your Salesforce instance to help you accelerate your impact, whether you're brand new to Salesforce or want to optimize an existing instance. Our customizations include building fields and objects, page layouts and record types, or developing additional functionality through APEX, VisualForce, custom flows, and Lightning code. We also install and integrate third-party applications and facilitate data migration and training. We specialize in Agentforce for Nonprofits and the Nonprofit Success Pack (NPSP), and implement Agentforce within these solutions to help your team work smarter and scale impact with AI.
Integration
Unify your systems around Salesforce.
Our team of skilled developers will connect applications to the Salesforce environment through point-to-point coding, middleware, or a manual import. We will connect your sensitive data securely and customize functionality to your requirements. We know our way around NET, SQL, and more - we always consider data security and storage in our solutions.
Assessment
Reduce risk and unknowns.
When your digital transformation is complex, you need a smart plan built by someone with strong technological experience and nonprofit expertise. We have four levels of assessment services: audit, needs assessment, strategic assessment, and feasibility study. Deliverables from our consulting team may include an outline of needs and recommendations, RFP development, user story documentation, implementation roadmap and timeline, an entity relationship diagram (or schematic), gap analysis, and scope of work.
Support
Increase user adoption.
We're there for your team with dedicated training and support to ensure you see impact with your new tools. Our support offerings give you regular support with a skilled consultant who will tackle your most pressing Salesforce needs, so you can focus on your mission and relationships. Support can range from developer skills to simple admin tasks such as report building and training. We offer three primary support packages and we will work with you to determine the best fit.
