***OUTDATED*** Salesforce for NonProfits & NGOs
4.2 (96 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
633 students enrolled

***OUTDATED*** Salesforce for NonProfits & NGOs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.
4.2 (96 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
633 students enrolled
Created by Aja McClanahan
Last updated 10/2015
English
English [Auto]
Current price: $34.99 Original price: $49.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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
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
Course content
Expand all 18 lectures 02:56:58
+ Introduction
1 lecture 02:57

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
Preview 02:57
+ Class 1- Obtaining Your Salesforce License Grant
1 lecture 03:08
In this video we will cover how you can get started with a FREE instance of salesforce for your nonprofit in a matter of minutes:
  • Instructions on how to obtain a license grant for 501c3 organizations from the salesforce foundation
  • Guidance on completing the entire Power of Us application
  • Guide on how to follow along with the training (either copying the video demo instructions in a sandbox or live production instance of salesforce)
Preview 03:08
Class 1 Quiz
2 questions
+ Class 2- Navigation & Terminology
1 lecture 09:53

In this video we will discuss salesforce navigation & terminology:

  • Apps
  • Tabs
  • List views
  • Page anatomy
Preview 09:53
Class 2 Quiz
3 questions
+ Class 3- Set-up & Administration
1 lecture 11:12

In this video we will demonstrate where you can find and adjust important administrator settings including:

  • Managing users
  • Company information
  • Data management menu
  • Security
  • Personal settings in "My Settings"
Preview 11:12
Class 3 Quiz
4 questions
+ Class 4- Introduction to the NonProfit Starter Pack 3
1 lecture 11:08

In this video we will cover:

  • Household account features & settings
  • Basics of income tracking with opportunities (donations) & payments
Preview 11:08
Class 4 Quiz
3 questions
+ Class 5- NPSP 3 Settings & Data Model
1 lecture 06:52

In this video we will discuss Nonprofit starter pack settings:

  • Data model options
  • Address verification
  • Recurring donations
  • Miscellaneous NPSP settings
  • Explanation of what the default NPSP data model is
Class 5 Lecture
06:52
Class 5 Quiz
3 questions
+ Class 6- Use Case Demonstration for Urban Farming NPO: Quick Set-up
1 lecture 12:58
In this video we will cover:
  • Creating users
  • Setting up custom apps for users
  • Customizing the home page layout
Preview 12:58
Class 6 Quiz
5 questions
+ Class 7- Adding Data to Salesforce
1 lecture 08:45

In this video we will cover options for placing your data in salesforce:

  • Manual data entry of contacts, households and donations
  • Reveiwing options on mass data importing
Preview 08:45
Class 7 Quiz
4 questions
+ Class 8- Constituent Tracking: Options & Best Practices
1 lecture 09:41

In this video we will look at various ways to track constituents using:

  • Single/multi-select pick-lists
  • Affiliation object
Class 8 Lecture
09:41
Class 8 Quiz
3 questions
+ Class 9- Constituent Tracking: Options & Best Practices Continued
1 lecture 12:46

In this video we will continue looking at various ways to track constituents using:

  • Campaigns
  • A custom object
Preview 12:46
Class 9 Quiz
2 questions