Privacy Impact Assessment (PIA) Summary
Salesforce CRM enables analysis and reporting that helps the public engagement team develop strategies and provide strategic support to USAID’s many relationships and interactions with outside groups. In addition, data will be used to report to the Administrator and Front Office on the breadth and depth of engagement. It will be used to coordinate relationship management and track engagement information by bureau, by issue, and by type of partner for a variety of purposes. Salesforce CRM is an invaluable resource for Agency staff as it provides oneclick access to funding information, engagement history, and information management.
There are two applications within Salesforce CRM: NGO Partner Outreach and USAID Partnership Tracking.
CFBCI, LPA, OTS, Bureaus use NGO Partner Outreach as a repository for grant data and countries of operations for their various partners and grantees, thus making it easier for USAID to track and report. NGO Partner Outreach surrounds itself around the "Engagements" custom object, which was created for the purpose tracking external meetings with USAID stakeholders and partners or any internal meetings that involve the same.
USAID Partnership Tracking application tracks the status of partnership activities and services for the CTP U.S. Global Development Lab and Mobile Solutions department.
