Expected duration: See main text I run a Charity. We have recently purchased 12 Salesforce Licenses.
I require someone to set up all 12 licenses on our devices / mainly laptops and a couple of desktops (can be done remotely).
I then require some fields set up within Salesforce to match our data. Eg We want to add all of our current donor records into Salesforce, with the capability to add basic details such as their name, contacts, address, etc. But further than this, we want to be able to add in correspondence, previous applications made, reminders / prompts of dates due that flag up etc. We ideally would need this free Salesforce app added so that our 12 users can work with this app, which hopefully will give us the majority of what we need: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5Gx6EAF
perhaps we could give you a couple of example donors data, to populate, and then you show a few of my team in an online call how you have done that. We can then relay / teach the rest of our team.
We would ideally want the licenses and the additional free app installed fairly quickly - within the next two weeks. Then provide you some data to put into the system as an example, before teaching us in a call how to do this ourselves by the end of March.
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