You are here: Home Services Technology Services Database Assessment: User Survey Database Assessment: User Survey The goal of our database assessment is to identify the current state of your Salesforce database, and provide thoughtful recommendations for how to build upon existing strengths and address any weaknesses. We will use the responses to this survey and a review of key benchmarks to guide our final assessment report, which will include observations and recommendations for any performance improvements.This assessment is about your organization – we invite you to have a conversation with your 501 Commons Data Solutions consultant about additional tailoring of the survey and/or benchmarks for assessment.If you have any questions or experience any issues with this survey, please contact your 501 Commons Data Solutions consultant or send an email to sfconsulting@501commons.org. Tell Us About You Your name Organization name Work email Please indicate how you use Salesforce at your organization. Salesforce UserSalesforce AdministratorChoose the Salesforce Administrator option if you are responsible for any Salesforce Administrative tasks, such as data deduping / merging records or importing data. Salesforce Administrator Please list your overall goals for your organization's database. What are the most important objectives? Please describe the typical system admin tasks you are responsible for on a regular basis (e.g. creating or editing page layouts, field creation, automation, deduplicating records, etc.) Please describe how you enter data into Salesforce – what sources do you use (e.g. typing from an external source such as email, phone call, Excel; importing data from files; automation through form tools such as FormAssembly; etc.) Be as detailed as possible. Besides Salesforce, where else is data/information being stored (e.g. Excel)? Please provide data examples, especially for areas that you consider to be pain-points for your organization. Do you send email out through Salesforce? If so, on a mass level or individual level? Is there another mass email tool you're using? What is your overall organization's email service? What third-party integrations are you actively using? How do you use them? Tell us about your experience creating reports. What types of reports do you create? Are you comfortable using the summary or matrix formats? Do you create bucket reports? Do you use dashboards? Are there additional reports, dashboards, views, or other features that are desired by your organization? When you're using Salesforce and you run into a glitch of any sort, who do you reach out to for help? How often are those glitches resolved? Are there key milestones/events coming up for your organization that we should be aware of? Would you need additional support for any of these? Do you have access to everything in Salesforce that you need to do your job?YesNo What is it that you need but don't have access to? Do you have any staff (such as new staff) who need Salesforce training or coaching?YesNo Please describe the number of staff who need training and provide their names and emails so that we can update our information. What are the tasks or tools that you or your staff need coaching for? How often do you perform a data backup?Once per weekOnce every two weeksOnce per monthNever / I don't knowOther If other, how often? How often do you attend the Seattle Nonprofit Salesforce User Group meetings?Every monthOnce every few monthsA couple times a yearNever / I don't know Do any other staff at your organization attend Nonprofit Salesforce User Group meetings?YesNoI don't know How often do you use the Power of us Hub in a month, and what do you use it for? How often do you use Trailhead, and what do you use it for? Salesforce User Please describe how you enter data into Salesforce – what sources do you use (e.g. typing from an external source such as email, phone call, Excel; importing data from files; automation through form tools such as FormAssembly; etc.) Be as detailed as possible. Besides Salesforce, where else is data/information being stored (e.g. Excel)? Please provide data examples, especially for areas that you consider to be pain-points for your organization. Do you ever create reports from scratch? If so, please describe the process. Do you have access to everything in Salesforce that you need to do your job?YesNo What is it that you need but don't have access to? When you're using Salesforce and you run into a glitch of any sort, who do you reach out to for help? How often are those glitches resolved? How often do you use the Power of us Hub in a month, and what do you use it for? How often do you use Trailhead, and what do you use it for? What are some areas where you wish you had additional training to help you use Salesforce more effectively? What other suggestions, ideas, or thoughts do you have about how your organization can better use Salesforce? Salesforce Pain-Points When it comes to Salesforce, what are your top 3 pain-points? Pain-Point #1 On a scale from 1-10, where 1 is "mildly annoying" and 10 is "so important it keeps me awake at night", how important is this pain-point?12345678910 Pain-Point #2 On a scale from 1-10, where 1 is "mildly annoying" and 10 is "so important it keeps me awake at night", how important is this pain-point?12345678910 Pain-Point #3 On a scale from 1-10, where 1 is "mildly annoying" and 10 is "so important it keeps me awake at night", how important is this pain-point?12345678910 Open Response What else should we know that we may not have asked about? Click "Submit" below to confirm your responses – thank you! reCAPTCHA helps prevent automated form spam. 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