Salesforce Consultant — Nonprofit Outcomes & Outputs Architecture Advisory (5–10 hrs)

We are a consulting team working with a nonprofit backbone organization that supports a coalition of 80+ faith-based nonprofits in New York City across three program strategies: Strengthening Nonprofits, a Hunger Collective, and a Youth Collective. The organization wants Salesforce to serve as the system of record for tracking program outputs and outcomes — data may be collected in third-party tools (AfterSchool HQ, SurveyMonkey, third-party Google Sheets) but would ultimately be imported into Salesforce. We have completed substantial prep work — including a full review of the organization's logic models, data collection plan, and indicator library — and have drafted a recommended Salesforce architecture and a written advisory memo. We are looking for an experienced Salesforce consultant to review our documentation, pressure-test our recommendations, and help us finalize our written response to the client. What We Need This is a review and advisory engagement, not a build. Specifically: Read our prepared briefing document summarizing the recommended object architecture and open design questions Advise on whether our recommendations are sound, practical, and appropriately scoped for a small nonprofit team to maintain Answer a focused set of open design questions (listed below) so we can finalize our written response to the client Optionally produce or validate a conceptual data model diagram showing recommended objects (standard and custom), key fields, and relationships (lookup vs. master-detail) — this is a key client deliverable Our Proposed Architecture (for your review) We are building on standard Account and Contact objects and adding the following custom objects: Grant_Report__c — child of Funding Request; captures annual affiliate reporting data including client counts by service type, rubric scores, NPS, and narrative fields Reporting_Period__c — time window anchor (e.g., Q1 FY26) linked to funders and deadlines Indicator__c — library of approved output/outcome measures, with type, timeframe, logic model tag, unit, and Active/Retired status for version control Result__c — master-detail child of Grant_Report__c; one record per indicator per affiliate per period Survey_Response__c — import target for all survey data (affiliate NPS, client wellbeing scores, food security scores, standardized assessment scores); links to Account or Contact and Reporting Period Collective_Action_Membership__c — junction object linking affiliates to cause-based collectives (Hunger, Youth) Capacity_Building_Goal__c — scope TBD pending your input (see open questions) Phase 2 objects (defined now, populated later): Meal_Distribution__c, Volunteer_Hour_Log__c Open Questions We Need You to Answer Indicator__c complexity: Some indicators require formula-based computation on raw data rather than a single stored value (e.g., % of affiliates meeting a threshold, year-over-year change). How should computed indicators be handled — formula fields, roll-up summaries, Flow automation, or is this better handled outside Salesforce in a reporting layer? Is the Indicator__c + Result__c pattern the right approach for a small team, or would a simpler structure serve better? Capacity rubric scores: The organization uses a multi-domain affiliate capacity rubric tracked annually to measure organizational health over time. Should rubric dimension scores live as fields directly on Grant_Report__c, or as a separate Org_Assessment__c object? We can share the rubric for reference. Survey_Response__c — anonymous vs. identified data: The organization collects some surveys anonymously (network satisfaction, partner NPS) and some linked to specific affiliates or contacts. Can a single Survey_Response__c object cleanly handle both cases, and what are the implications for reporting and data governance? Collective_Action_Membership__c as a parent: Can operational objects like Meal_Distribution__c be structured as children of the junction object, so that navigating to a collective shows both its affiliated organizations and related distribution records? Or is a direct lookup to a standalone Collective__c object a cleaner approach? Data import workflow: A non-technical staff member will be manually importing data from AfterSchool HQ (aggregate youth outcome scores), third-party food distribution Google Sheets, and SurveyMonkey. What is the recommended import approach — native Data Import Wizard, Data Loader, or a lightweight integration tool — for a non-technical end user? Ideal Candidate Demonstrated Salesforce experience with nonprofits (NPSP or Nonprofit Cloud preferred) Familiarity with outcomes and impact measurement use cases, not just CRM or sales workflows Able to advise on architecture tradeoffs and communicate recommendations clearly in writing Comfortable reviewing prepared documentation and providing structured feedback Available to complete work by end of July 2026 Engagement Details Estimated hours: 5–10 Primary deliverable: Written responses to the five questions above, with feedback on our overall recommendations Secondary deliverable: Validated or revised conceptual data model diagram (ERD or similar) Format: One working session (video call) + async written summary, or fully async if preferred Start: Immediate