Salesforce for NonProfits & NGOs

Self-start guide for salesforce for nonprofits. You will be ready to deploy salesforce for a new or existing position.
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  • Lectures 18
  • Length 3 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2015 English

Course 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.

What are the 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

What am I going to get from this course?

  • 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

Who is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

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
Section 2: Class 1- Obtaining Your Salesforce License Grant
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)
Class 1 Quiz
2 questions
Section 3: Class 2- Navigation & Terminology

In this video we will discuss salesforce navigation & terminology:

  • Apps
  • Tabs
  • List views
  • Page anatomy
Class 2 Quiz
3 questions
Section 4: Class 3- Set-up & Administration

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"
Class 3 Quiz
4 questions
Section 5: Class 4- Introduction to the NonProfit Starter Pack 3

In this video we will cover:

  • Household account features & settings
  • Basics of income tracking with opportunities (donations) & payments
Class 4 Quiz
3 questions
Section 6: Class 5- NPSP 3 Settings & Data Model

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 Quiz
3 questions
Section 7: Class 6- Use Case Demonstration for Urban Farming NPO: Quick Set-up
In this video we will cover:
  • Creating users
  • Setting up custom apps for users
  • Customizing the home page layout
Class 6 Quiz
5 questions
Section 8: Class 7- Adding Data to Salesforce

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
Class 7 Quiz
4 questions
Section 9: Class 8- Constituent Tracking: Options & Best Practices

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

  • Single/multi-select pick-lists
  • Affiliation object
Class 8 Quiz
3 questions
Section 10: Class 9- Constituent Tracking: Options & Best Practices Continued

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

  • Campaigns
  • A custom object
Class 9 Quiz
2 questions
Section 11: Class 10- Using Campaigns for Programs & Attendance Tracking
In this video we will begin learning about how to use campaigns in salesforce:
  • Creating parent campaigns
  • Creating program sessions using campaign hierarchies
  • Add member to campaigns and sessions using reports
  • Creating custom member statuses
Class 10 Quiz
4 questions
Section 12: Class 11- Using Campaigns for Programs & Attendance Tracking Continued

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

  • Adding members to session using custom links
Class 11 Quiz
3 questions
Section 13: Class 12- Using Campaigns for Fundraising & Mass Email

In this video we will use campaigns for common fundraising scenarios:

  • How to use campaign hierarchies to track various fundraising efforts within a single initiative
  • Creating mass email templates
  • Sending mass emails to contacts associated with a campaign
Class 12 Quiz
4 questions
Section 14: Class 13- Income Tracking via Opportunities

In this video we will cover how to track and record income in salesforce:

  • How to optimally use the "Opportunities" object for income tracking
  • How to create and use record types & page layouts for different types of income
  • Associating income with campaigns
Class 13 Quiz
3 questions
Section 15: Class 14- Income Tracking via Opportunities (cont'd)

In this video we will continue to cover how to track and record income in salesforce:

  • Creating custom fields on the "Payments" object for tax-deductible versus non tax-deductible income
  • Using roll-up field to automatically aggregate tax-deductible & non tax-deductible on the "Opportunities" object.
  • Using GAUs (general accounting units) to split income allocations
Class 14 Quiz
2 questions
Section 16: Class 15- Recurring Donations

In this video we will cover using recurring donations:

  • Setting-up a recurring donation
  • Creating a "Work Flow Rule" to automatically update the "Name" field
  • Enter related payments for fulfilled payments
Class 15 Quiz
3 questions
Section 17: Class 16- Volunteer Tracking
Class 16 Lecture
Class 16 Quiz
3 questions
Section 18: Class 17- 3rd Party Applications

In this video we will recap what we learned throughout the entire course and talk through 3rd party applications that are well suited to for nonprofit use cases.

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Instructor Biography

Aja McClanahan, Salesforce Guru, Entrepreneur & General Life Hacker

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.  

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