Request for Proposal (RFP) Salesforce System Enhancement & Optimization

Request for Proposal (RFP) Salesforce System Enhancement & Optimization

*** Submission Instructions ***

- RFP must be submitted via email only. Do not submit resume on Workable.

Submit to: Dr. Ahmed Naguib –

- Format: PDF Via Email

- Deadline: 9/02/2026 11:59 PST

- Questions: Direct all questions in writing to Dr. Ahmed Naguib by 8/10/2026.

Answers will be shared with all known prospective vendors.

Introduction & Purpose

UCEF is seeking proposals from a qualified Salesforce consulting firm or independent consultant to upgrade and improve its existing Salesforce environment. We currently use Salesforce as core infrastructure supporting program operations, reporting, and data management across the organization, and we are ready to invest in making the system more automated, better organized by department, and cleaner at the data level. This engagement is intentionally scoped to be a strong fit for a small firm or single person consultant with deep, hands-on Salesforce configuration and development experience. We are looking for a partner who can move efficiently, communicate clearly with non-technical staff, and leave us with well-documented, maintainable systems.

The work is organized into four primary objectives:

1. Build out automations and task assignments — reduce manual work and route tasks/records to the right people automatically.

2. Build out applications for department-specific use — give individual teams tailored tools, views, and access.

3. Clean up contact automation — resolve data quality issues and stabilize the automation tied to contact records.

4. Build executive and operational dashboards — give leadership a consistent, current view of performance across human resources, technology, performance management, communications, facilities, compliance, contracts, and agencywide initiatives.

About Umoja

Umoja, (a Kiswahili word meaning unity) is a community and critical resource dedicated to enhancing the cultural and educational experiences of African American and other students. We believe that when the voices and histories of students are deliberately and intentionally recognized, the opportunity for self-efficacy emerges and a foundation is formed for academic success. Umoja actively serves and promotes student success for all students through a curriculum and pedagogy responsive to the legacy of the African and African American Diasporas. Salesforce underpins much of how we track program data, generate reports, and support decision-making across our teams, including a Research & Evaluation function that relies heavily on accurate, scalable data systems.

Current Environment

- Salesforce edition: Enterprise, Service, Marketing Cloud

- Approximate number of users: 20 Internal Users, 80 Customer/Partner Users

- Key existing objects / data model: Custom partner records, and program reporting objects replated to accounts, Marketing Cloud Growth, Einstein Activity Capture

- Existing automation in use: Flows, Process Builder

- Existing integrations: Campus Partner Portal, Eventbrite, Adobe Sign

- Reporting tools in use: Salesforce Reports, Dashboard, and Tableau

- Known pain points: duplicate contacts, manual task assignment, inconsistent departmental use and access

Project Objectives & Scope of Work

The selected vendor will be responsible for the following four workstreams, as well as the cross-cutting requirements noted at the end of this section.

Workstream 1 — Automation & Task Assignment (Primary)

- Assess current automation (Flows, Process Builder, Workflow Rules, Apex) and identify gaps, redundancies, and any deprecated tooling.

- Design and build automated task assignment and record routing — for example, assigning tasks or records to the appropriate staff member based on program, region, role, or other criteria. Umoja Community Education Foundation —

- Build notification, reminder, and follow-up automations to reduce manual tracking.

- Create or