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Marc Baizman

Jessie Grenfell's presentation to the Salesforce NYC Nonprofit User Group

Wirtschaft & Finanzen Karriere

Jessie Grenfell Database/CRM Manager [email_address]

About CEO ,[object Object],[object Object],[object Object],[object Object],[object Object],The Center for Employment Opportunities (CEO) is dedicated to providing immediate, effective and comprehensive employment services to men and women returning home from prison and detention facilities to New York City. Our highly structured and tightly supervised programs help participants regain the skills and confidence needed for a successful transition to a stable, productive life.

System Integration – DBAmp/Pro ,[object Object],[object Object],MS SQL Server Participant Case Notes (nightly) Job Placements (3x a day) Participant Suspensions/Reactivations (every 30 minutes) Salesforce.com New Participants (nightly) Historical Data (as needed) DBAmp/Pro

Participant Process S M T W T F S WEEK 1 Job Readiness Training First Meeting with Job Developer WEEK 2+ Paid Transitional Employment Job Placement usually occurs within 2-3 months of arrival at CEO Meet with Job Developer & Job Coach Post-Placement staff track participant progress for 2 years after placement. S M T W T F S

Prescription Tasks ,[object Object],[object Object],Job Development Continually Re-assess JSR Job Placement Job Retention JSR JC Assessment of Progress to JSR and Barrier Status Re-evaluate: Recommend JSR or More Time Implement Action Plan - Tip Sheets JC Action Plan for Prescription and Plan to Mediate other Barriers JD Prescription Not JSR Task sent to JC Task to JD Task to JD Subsequent Meetings Subsequent Meetings 1 st Meeting with JC Task to JC = Tasks created automatically by Workflow Rules

Participant Timeline ,[object Object],[object Object]

Apex Code ,[object Object],[object Object],New Job Start Readiness Assessment record ,[object Object],New Job Placement record ,[object Object],Placement record updated with Last Day Worked ,[object Object],New status record entered

Apex Code ,[object Object],[object Object],[object Object],[object Object],[object Object]

Jasper4Salesforce ,[object Object],[object Object],[object Object],[object Object]

Follow Ups Due Report ,[object Object],[object Object]

Thank You Jessie Grenfell Database/CRM Manager [email_address]

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CEO

1. Jessie Grenfell Database/CRM Manager [email_address]

4. Participant Process S M T W T F S WEEK 1 Job Readiness Training First Meeting with Job Developer WEEK 2+ Paid Transitional Employment Job Placement usually occurs within 2-3 months of arrival at CEO Meet with Job Developer & Job Coach Post-Placement staff track participant progress for 2 years after placement. S M T W T F S

10.

11. Thank You Jessie Grenfell Database/CRM Manager [email_address]

CEO

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