How to set up Salesforce for a charity or nonprofit

In this video I talk through the different Salesforce versions so you're familiar with terms such as Salesforce Sales Cloud and the Enterprise Edition.  I also touch briefly upon pricing and considerations for budget.

This video goes through how to sign up to the 30 day free Salesforce trial offered to charities and nonprofits.

In this video I walk through the eligibility criteria for receiving 10 free Salesforce user licenses for a charity or nonprofit organisation.

In this section, we talk through the Salesforce application process and fill in an example Readiness Survey which Salesforce provides to prompt charities and nonprofits to think about key areas such as: 

Implementation Vision and Plan

Strong Executive Sponsorship

Internal Salesforce Aptitude

Commitment to Continued Learning

Implementation Resources

Data Migration and Integrity

In this video, I share an example of how to apply for the 10 free donated user licences that are offered by Salesforce to eligible charities / nonprofits.

Hear about how I developed this list of Top Tips to support charities and nonprofits new to Salesforce

This covers four ways to improve your Salesforce data quality:

• Change Household Name settings

• Enable Middle Name and Suffix

• Show the formal greeting from the account on the contact

• Set up duplicate Matching and Duplicate Rules in order to minimise duplicates in Salesforce

Our branding section will make Salesforce look and feel a lot better for your Salesforce Users.  Included in this section is:

• My Domain

• Create a Theme

• Create an App with your company logo

• Improving Compact Layouts

In this section I demonstrate how to customise two 'type' fields in Salesforce so the dropdown menu (or "picklist") options look more appropriate for your charity/nonprofit.  I also show you how to activate Field History Tracking on key fields in order for you to see who made changes to records and when. 

In this video we demo some tips and tricks around Security and Backups.  This includes:

• Setting up multi-factor authentication (MFA)

• Introduction to the need to have a back up solution for Salesforce and discussion of options

• Demo on how to use the data export feature

• Creation of a User Profile that you can customise for your organisation

• Considering the ability to merge records when you amend the User Profile

• Allowing Salesforce System Administrators to login as any user

I share my opinion about Salesforce Chatter and discuss disabling it for your nonprofit/charity or training your users as to how they can reduce the number of email notifications that are produced.  I also mention the relationship between Field History Tracking and Chatter updates.

• I explain the importance of the Company Information section in Salesforce and where to find your 'Organization ID' which is a crucial piece of information. 

• I also demonstrate in real time a 'Health Check' which you can conduct using the Salesforce tool in Set Up and show you my advice of what to act on and what to be more cautious about activating.  The health check changes we make will have an impact on data security to it's an important section to review - it also gives you a great headline when your percentage goes up!

I talk through the options for marketing consent including:

• Standard fields for marketing consent in Salesforce, e.g. Email Opt Out

• Options for recording consent such as:

  1. A custom field on the contact with picklist/dropdown menu options such as "Yes / Legitimate Interests / No" with Field History Tracking activated

  2. A custom object recording each consent declaration separately with some form of summary or automation to update the contact record

  3. An app from the Salesforce AppExchange to help you with consent management

  4. Using a Salesforce Consent module

I cover two important things you can do to set up Salesforce for success:

• creating a DKIM key and pairing it with your organisation's domain to ensure that email sent from Salesforce arrives in people's inboxes

• a brief introduction in how to integrate your Gmail or Outlook email with Salesforce