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CRM

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CRM Operations Management Salesforce

Published Date

Posted April 02, 2026

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Arts, Culture, & Humanities

Salesforce CRM Setup

Project

Remote

Utah Heritage Foundation

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* 1 person has applied to this opportunity

We are looking for a volunteer to create a basic Salesforce CRM setup and templates so our team can begin importing and managing data. The volunteer will work with staff to define the appropriate data model, templates, and initial configuration. Specific object and field details will be provided during discovery.

A well-structured Salesforce instance will help us organize contacts, records, and program information to better preserve and share historical materials and improve outreach. Volunteer expertise will directly support our mission to keep the past alive and more sustainably relevant.

We will collaborate closely with the volunteer, share organizational context and existing materials, and be available to review configuration choices. Details about timelines, access, and stakeholders will be provided during the volunteer interview and discovery phase.

Utah Heritage Foundation

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Location

84103, Utah

Website

https://preservationutah.org/

Member Since

Apr 2024

Completed Taproot Plus Partnerships

Organization Mission

Keep the past alive, not only for preservation, but to inspire and provoke a more creative present and sustainable future.

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