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***OUTDATED*** Salesforce for NonProfits & NGOs
Rating: 4.1 out of 5(97 ratings)
634 students

***OUTDATED*** Salesforce for NonProfits & NGOs

Self-start guide for salesforce for nonprofits. You will be ready to deploy salesforce for a new or existing position.
Created byAja McClanahan
Last updated 10/2018
English

What you'll learn

  • 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

Course content

18 sections • 18 lectures • 2h 56m total length

  • Introduction to Salesforce for NonProfits & NGOs2:57

    This video introduction explains the topics that you will learn about regarding salesforce for nonprofits. Topics covered include:

    • Obtaining the license grant from the foundation for your 501c3
    • Preparing your salesforce instance for organization-wide use
    • Explanation of the NonProfit Starter Pack and related settings
    • Administrator and developer-level modifications: page layouts, field editing/creation, security options, record types, use of campaigns for common nonprofit needs
    • Constituent management
    • Income Tracking
    • Common 3rd party applications used by non-profit organizations

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

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.

Who this course is for:

  • Nonprofit professionals who would like to implement salesforce for their organization but can't spend money on consulting services
  • Technology savvy professionals who want to break into the world of salesforce CRM for the nonprofit sector
  • Development Directors
  • Office Managers
  • Operations Personnel
  • Call Center Managers

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