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. Please do not submit resumes. Email Proposal Requirements to: Dr. Ahmed Naguib – [email protected]

● 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 pri