Salesforce Custom Report

We are seeking a skilled Salesforce volunteer to create a custom report that captures inquiry submissions from our website’s Salesforce form. Specifically, we need the report to automatically track and provide data points such as the date of the inquiry, contact information, and the nature of the inquiry. This will allow us to streamline data tracking and easily generate marketing campaigns based on the collected information. The report should be set up to be easily accessible and exportable, and it should update in real time as new inquiries come in. Additionally, we would like guidance on automating campaign generation using the data from these reports. The objective is to enhance our data management capabilities and make our outreach more efficient.

Are you a Salesforce expert looking for a meaningful way to give back? Join The STEAM Generation's mission to inspire and educate the next generation of young innovators! We need a talented volunteer to help streamline our data tracking by creating a custom Salesforce report that captures inquiry submissions from our website. By setting up this vital system, you’ll enable us to track interest, automate campaigns, and ultimately reach more students with engaging STEAM programs.

Your skills will directly impact our ability to organize workshops, camps, and events that make science, technology, engineering, art, and math exciting for children. This is an opportunity to leverage your expertise in a high-impact project that will enhance our efficiency and broaden our reach. Help us power the future of STEAM education and make a difference today!

**Ready to make a lasting impact? Join us and let’s build something incredible together!**

1. Project Scope and Requirements Defined: We have clearly outlined the scope of the project, including the need for a custom Salesforce report that tracks inquiry submissions with specific data points such as the date, contact information, and nature of the inquiry.

2. Salesforce Configuration: Our Salesforce system is set up and ready to integrate the custom report. We have ensured that necessary fields and forms on our website are properly linked to Salesforce.

3. Data Management Strategy: We have established protocols for data management and how we intend to use the information gathered. This includes how data will be analyzed and how it will feed into our marketing and outreach campaigns.

4. Team Readiness: Our team is prepared to provide any necessary support and feedback during the development phase. We have designated a point of contact who will work closely with the volunteer.

Implementation Plan:

Development and Testing: Once the custom report is developed, we will conduct thorough testing to ensure it captures all required data accurately and integrates seamlessly with our existing Salesforce setup.

By following this plan, we aim to maximize the impact of the project and ensure it supports our mission of delivering high-quality STEAM education to our community.