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Marie MedinaMarie Medina 

Seeking Consultant for Denver Nonprofit

Free Speech TV Request for Proposals
August 29, 2017
Our Needs:
This document is intended to lay out the general issues of what the problems are that we face and provides the possible solution(s) to resolving the issue.  Not being Saleforce for Nonprofit experts, however, we are very open to a consultant’s solutions. We are seeking a highly qualified Salesforce administrative consultant with extensive knowledge in Excel data manipulation, data prep for importation using Dataloader, an ability to filter through and match files containing thousands of lines of information, administrative credentials in Salesforce and an ability to mass delete information in Salesforce.  Please include some background of your experience, 3 references, hourly or project rate, and experience working with Salesforce for Nonprofit integration, Dataloader, Stripe credit card processing, and Recurly credit card processing if any.
Please submit your RFP by Tuesday, September 5th, 2017, no later than noon Mountain Time. RFPs can be emailed to valerie@freespeech.org, and list Salesforce RFP in the subject line.

Who we are:
Free Speech TV is a nonprofit television network in its 22nd year of broadcast tv programs that represent underserved and often ignored populations by the mainstream media.  We are 100% viewer and nonprofit foundation supported. freespeech.org
A little background:
We utilize Salesforce for Nonprofit to track all of our donor data.  Currently we have about 58,000 accounts and 300,000+ opportunities.  Recurly is currently our online credit card processor.  The system works well on its own but there have been major issues with the Salesforce integration.  We are launching a new website within the next quarter and will be migrating to Stripe as our new payment processor and are working to finalize the integration of Stripe with Salesforce through webhooks.  As an aside, we may be interested in working with you in the future around the new integration of Stripe and Salesforce.

The problem:
Currently, there is a 23,000+ count gap of donations between Recurly and Salesforce where Salesforce is missing 23000+ donations that are in Recurly.  The problem began in late November of 2016.  Recurly pushes donations to Salesforce and Salesforce has processes to create accounts, contacts, opportunities and payments associated with the data being pushed from Recurly.
Currently, the processes and flows in Salesforce that were created by our consultant are failing.  As a result, thousands of donations coming from Recurly are not populating as opportunities and payments in Salesforce.  I don’t believe there are any missing contacts or accounts based on my research but it should be verified by the consultant. This problem will continue until we close our account with Recurly which will occur on October 27, 2017  As as result, we will need to resolve this issue now, and then again when we close the account with Recurly.

Details:
There are 3 main scenarios that have to be resolved separately:
Scenario 1:  A one-time donation from Recurly is not appearing in Salesforce. (about 1500 to 2000)
Scenario 2:  One or several donations associated with a monthly donation do not appear in Salesforce. (about 21000 to 23000)
Scenario 3: Salesforce has created many thousands of unpaid opportunities and payments that are awaiting the process or flow to kick in and mark them as paid.  These opportunities and payments will need to be mass deleted. Within each of these scenarios there are additional differences:
Scenario 1:
    Difference 1: The one-time donation does not have an account with which it can be matched. (very few if any)
    Difference 2:  The -time donation can easily be matched with an already existing account in Salesforce. (vast majority)
Scenario 2:
    Difference 1:  The payments associated with a monthly donation do not have an account in Salesforce with which they can be matched. (very few if any)
    Difference 2:  The payments associated with a monthly donation can easily be matched an already existing account in Salesforce.  (vast majority)
Scenario 3:
    Difference 1:  The monthly donation has some paid opportunities and some unpaid opportunities.  (uncounted but verified)
    Difference 2:  The monthly donation has only unpaid opportunities.  (uncounted but verified)
To resolve this very big problem in Salesforce, we are going to need to import all missing donations to their associated accounts using the DataLoader. Additionally, we are going to need to mass delete all of the unpaid opportunities and payments in Salesforce along with their associated recurring donations.
Thank you very much for considering working with us, and we look forward to your RFP!
Sincerely,
Valerie Appelbaum
Development Director
Free Speech TV
 
Virendra Singh NarukaVirendra Singh Naruka
Hi Maria,

look at my profile   https://www.linkedin.com/in/virendra-singh-naruka-5677062a/.   Hope we can work for best solution for you.