Salesforce nonprofit training for your team

TRAINING AGENDA

01 02 03 04 05

What is Salesforce NPSP Salesforce the CRM, how it has been geared to nonprofits, and terminology you are likely to hear

General Salesforce Navigation Login, your home screen, and how to move your way around the CRM

Salesforce Relationships How do we think about contacts, accounts, opportunities and more

Working with Contacts What can be tracked, reported on, connected and more

Salesforce Donations and Campaigns

A quick look and walk through of a donation record and the basics of campaigns

How to get the most out of this webinar 1. Open your Salesforce home screen and follow along! 2. Use either the Chat or Questions functionality in GoToWebinar to connect with me during the training.

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Salesforce nonprofit training for your team

Published on Aug 9, 2022

cloudStack Services

Salesforce Nonprofit Success Pack (NPSP) Basic Training For nonprofits with limited resources, figuring out how to get started with the Salesforce platform can feel overwhelming. But don’t worry! We’re here to help. Get to know the basics for implementing the Salesforce NPSP and focus on the most important features unique to your organization. You’ll Learn: What is the Salesforce Nonprofit Success Pack? Some of the common Salesforce terminologies How Salesforce objects relate to each other (Contacts, Accounts/Households, Affiliations, Opportunities, and Campaigns) Salesforce record types, learn best practices General Salesforce Navigation, login and your home screen Who sees what ? Discover the basics of permissions Contact Records: Explore the navigation bar, list view and buttons Households and accounts, setting up donor data An introduction to Salesforce campaigns https://cloudstackservices.com/salesforce-training/

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