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Project Overview:
- Seeking to build a Climate Solutions Toolkit portal.
- Provides resources, insights, and partner connections.
- Aims to reduce manual data processing.
Technical & Architecture Requirements:
- Salesforce Experience Cloud best practices.
- Secure partner authentication and role-based access.
- Scalable data model aligned with Climate Compass and Impact Survey data.
Project Phases & Timeline:
- Phase 1: Plan & Scope (February 2026).
- Phase 2: Build & Pilot (February – April 2026).
- Phase 3: Scale with AI (April – June 2026). Future phase
Proposal Requirements:
- Vendor Overview (Company background).
- Proposed Solution & Architecture.
- Implementation Approach & Timeline.
Kiva
Kiva is seeking a Salesforce Consulting Partner to build a Climate Solutions Toolkit, a Salesforce Experience Cloud portal that provides lending partners with tailored resources, insights, and tools. The company aims to reduce manual data processing and translate survey results into actionable resources.