ABCDEFGHIJKLMNOPQRSTUVWXYZAA
1
YFC USA SALESFORCE CHAPTER PROJECT MANAGEMENT SHEET
2
CHAPTER NAMETemplate - Do Not Enter - Click on Your Tab (below)
3
Primary Contact
4
Email and Phone
5
(optional) Integrated Payment Processor
6
Chapter Basebox VersionVersion 4.1 - Install Date 12/1/2017
7
StepTask DescriptionAssigned toDone (initial)Completed
Date		Notes
8
9
0aSalesforce Approval for ChapterYFC USA
10
0bFLLC initial discovery of legacy system & sample dataFLLC & Chapter
11
0cNTE Quote from FLLC provided to YFC USAFLLC & YFC USA
12
1Salesforce Chapter Contract CompletedYFC USA & Chapter
13
2Confirm Chapter has been billed and paid (50% of full Quote)YFC USA
14
3Kick-Off Call (Confirm Implementation Schedule)YFC USA
15
4Discovery (Chapter Config Worksheet)YFC USA/Chapter
16
5Salesforce Trial and Grant ApplicationChapter
17
6Salesforce Log In for FLLC (provide username)ChapterUsername should be matt@XXXX
18
7Initiate Data Re-mapping to Houshold account modelFLLC & Chapter
19
8Fund Mapping DiscussionsYFC USA Depends on payment processor
20
9Migration Worksheet / SF Mapping Doc / Data planFLLC
21
10Send SF Grant confimation to Fostering LLCChapter
22
11Chapter Specific Functionality (Meta-Data) > See DetailFLLCAny changes outside of Basebox, specific to replace existing functionality, per SOWDetail From #11 Chapter Specific Changes
23
12Update & Configure YFC Base BoxFLLC1
24
13Run TestsFLLC2
25
14Extract all data from existing Salesforce OrgChapter3
26
15Chapter to provide donations last receipted dateChapterEmail date to matt@fosteringllc.com
27
16Upload Chapter Data to SalesforceFLLC
28
17Run Tests w/dataFLLC
29
18YFC USA Review of BaseBox
YFC USA & Fostering LLC
30
19Send Migration Summary Report to Chapter & YFC USAFLLC
31
20Send Final QuoteFLLC
32
21Conversion/Data Review & Summary Report Sign-off CallFLLC/YFC USA/Chapter
33
22Sign Chapter Migration Summary Report & Send to NSC Chapter
34
23Chapter Salesforce 101 Live Training CallYFC USA & Chapter
35
24Ongoing Salesforce support planYFC USA & ChapterChapter should assign a local Salesforce Admin
36
25Request Salesforce to transfer lisc to new orgFLLC & Chapter
37
26SF Roadmap discussion, interview and set next steps for ChapterYFC USA
38
39
Payment Processor (Optional)
40
1Payment Processor SelectionChapterGiving Fuel vs Click N Pledge vs Other
41
2Notify payment processor for set up
42
3Migrate data from existing online ProcessorChapter
43
4Payment processor configuration and training
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100