***OUTDATED*** Salesforce for NonProfits & NGOs
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Brief Introduction
Self-start guide for salesforce for nonprofits. You will be ready to deploy salesforce for a new or existing position.Description
This video course will help salesforce users learn how to administer and develop salesforce specifically for the NonProfit/NGO environment. You will learn how obtain the $15,000 software grant from the salesforce foundation along with essentials for set-up and administration for various use cases: constituent management, donor management (grants, in-kind gifts, etc.) volunteer management, event management, receipting, communications and common enhancements for nonprofit via 3rd party applications. This course is ideal for office managers, operations directors, development personnel in organizations that cannot afford the $5,000+ price tag for hiring a consulting firm for a full-on salesforce deployment. This course will empower existing staff to deploy salesforce in a cost efficient, yet useful manner.
Requirements
- Requirements
- Have a basic understanding of cloud software: Facebook, Twitter & Instagram count!
- Experience with spreadsheets and other databases programs like MS Access/FileMaker Pro/SAP helpful
- Familiarity with applications used in either MS Office or Google Apps is a plus
Knowledge
- Students will be able to deploy salesforce for their nonprofit right away
- Learn enough about salesforce for nonprofits to get hired anywhere
- Be job ready for any position requiring salesforce for nonprofits knowledge
- Become familiar enough with salesforce capabilities to engage a developer or consulting partner if needed
- Perform basic tasks and advanced customizations common to nonprofit/NGO use cases
- Enter donations related to pledges, recurring donation commitments and campaigns
- Use campaigns to manage programs (with attendance tracking), events and fundraising intitiatives
- Perform administrative tasks including creating fields, modifying page lay-outs and creating workflow rules
- Add data both manually and via automated upload to their salesforce instance
- Set up salesforce users and customize user experiences
- Navigate the terrain of available salesforce help resources to customize salesforce
***OUTDATED*** Salesforce for NonProfits & NGOs
- 0.0
-
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Self-start guide for salesforce for nonprofits. You will be ready to deploy salesforce for a new or existing position. Learn enough about salesforce for nonprofits to get hired anywhere...
