Salesforce Services include:

  • Data Migration & Restructuring
  • System Setup and Configuration
  • Customized Data Mgmt Sub-systems
  • Workflow Management Configurations
  • Application Installation
  • System and App Integration
  • Custom Web-to-Salesforce Forms
  • User and System Admin Training
  • Technical Support
  • Custom Reports & Crystal Reports templates

We provide services and support for both the Business and Nonprofit editions of Salesforce

"Westwind Associates provided us with exceptional, prompt service while coming up with unique solutions to our problems. We are thrilled with the results. Fantastic, reliable service."
- Sama Blackwell, LightHawk

Mark Westwind has over 10 years of experience in database design, development, deployment and support for clients including the University of California & UC Berkeley's Women's Athletics Dept.

Salesforce projects completed by Mark Westwind include:

LightHawk - Project: major data migration, mission-flight-pilot-passenger management, aircraft management, pilot profiles management, custom reports, multi-level Crystal Reports template

Marin Ballet - Project: data migration, class/sessions management, volunteer management, donor/donation management, student-parent-household management, custom reports, Crystal Reports template

Presidio School of Management - Project: applicant-student-alumni management, admission application-evaluation management, on-line forms using FormAssembly, custom reports

New Leaf Paper Co. - Project: data migration, CRM, client-quote-sample tracking system, custom reports

Digital Safari Career Explorations Program -Project: CRM, internship and placement mgmt, host recruiting, student training record-tracking

OneStar Foundation - CRM, board matching, workshop management, out-going grant management

Institute for Civic Leadership - CRM, workshop and donor mgmt

Center for Democracy in the Americas - CRM, donor mgmt, trip mgmt

Kehilla Synagogue - NP upgrade, volunteer mgmt, call center

EMPower - CRM, donor mgmt, campaigns, out-going grant mgmt

Internews - CRM, donor and event management

Global Health Access Program - New template install, data migration

Families ACT - CRM, donor management