The development office strives for excellence and in doing so, the management of data (people) is imperative to cultivate genuine relationships. For various purposes WJU staff may need constituent data from SalesForce (SF) to appeal to a particular audience. In an effort to be more efficient and streamlined we have created the following processes for SF report request.
Define the purpose of the report – For example – Mailing list
Determine audience and proper filters – For example – only constituents who are 65 years of age and above, etc.
Determine the type of data (fields) needed – For example – Mailing list would include, Mailing Name, Account Greeting, Address, City, State, Zip
Fill in and submit the Data Request Form (Forms section)
Data Coordinator, Flavia Mich, will manipulate the report based upon your needs within one week of the request during the 3 or 4 week of the month. If the request is made during the 1st or 2nd week of the month, the report will be complete within 2 weeks of submission.