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.
This video introduction explains the topics that you will learn about regarding salesforce for nonprofits. Topics covered include:
In this video we will cover:
In this video we will discuss Nonprofit starter pack settings:
In this video we will look at various ways to track constituents using:
Aja "A.J." McClanahan is a certified salesforce developer by day and by night inspires people around her financial mantra: get out of debt, increase income and build wealth. She is a personal finance blogger for Principles of Increase along with numerous web publications and produces premium training content for the technical training company, Cramforce. She is passionate about tech, finance and winning.