Salesforce and Systems Administrator Services
Overview
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedCONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Canopy
DESCRIPTION
The organization is seeking Salesforce and systems administration services to manage and optimize its Salesforce instance using nonprofit best practices. Responsibilities include managing users, permissions, profiles, and security, as well as maintaining data integrity through regular data cleanups, deduplication, validation rules, page layout optimization, and system health monitoring.
The administrator will work with the Director of Impact and program team leads to map, develop, and implement custom objects, fields, flows, and automation supporting evolving workflows. The engagement also includes managing and configuring existing integrations such as Mogli, FormAssembly, S-Docs, FundraiseUp, Double the Donation, and the Salesforce Cloud Everywhere Chrome extension, with support from outside consultants when needed.
Additional responsibilities include assisting with data imports and exports, supporting cross-system reporting, providing occasional assistance for data tracking systems outside Salesforce, and helping advance the long-term goal of centralizing data and reporting within Salesforce.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due September 1, 2026.
- What is the budget for this RFP?
- The published budget is $61,000 – $71,000.
- Who issued this RFP?
- It was issued by Canopy. The work is located in California, United States.
- Who is a good fit for this opportunity?
- Salesforce administration and consulting firm with nonprofit-sector experience
- Certified Salesforce professionals skilled in security, automation, data quality, and workflow design
- Experience managing integrations with nonprofit fundraising, document generation, and form platforms
- Proven capabilities in data migration, cross-system reporting, and CRM centralization
- Capacity to provide ongoing systems administration and coordinate with external consultants
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.