Salesforce Audit

We are seeking a volunteer to audit our Salesforce instance and provide guidance on whether we should fix the existing system or transition to an NPSP account.

Our current system has multiple apps, objects, and fields that may or may not be in use, and we are unsure how to proceed. We need an expert to help identify the best path forward.

This project will directly strengthen APILO’s ability to serve marginalized communities by ensuring that internal systems support our mission. As a nonprofit providing critical legal, social, and advocacy services to low-income immigrant, refugee, and API communities, our development work is essential to sustaining and expanding our programs. Salesforce helps us track donor and community engagement, manage relationships, and secure the funding that allows us to provide free and low-cost services to those who need it most.

Improving our Salesforce system will help us better understand and engage our supporters, streamline outreach, and increase fundraising effectiveness. With a clearer and more functional database, our team can spend more time on serving community members and less time troubleshooting data issues.

Your expertise will help us build the infrastructure needed to grow, ensuring that more individuals and families facing language barriers, discrimination, or legal challenges can access the support they deserve. By strengthening our development systems, you will be directly contributing to APILO’s capacity to protect rights, uplift communities, and advance equity.

We are setting this pro bono project up for success by ensuring internal alignment, preparation, and a clear understanding of the support we need. Our leadership and Development/Operations teams are fully committed to this engagement and are ready to collaborate closely with a volunteer throughout the process. All we need from this engagement is an objective audit of our Salesforce instance and honest recommendations on what’s wrong, along with guidance on whether to fix the existing system or transition to NPSP. We will fully support the volunteer during the engagement, and once we receive the findings and roadmap, our team is prepared to take the implementation forward. Our goal is to be a responsive, collaborative, and thoughtful pro bono partner.