***OUTDATED*** Salesforce for NonProfits & NGOs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

Ratings: 4.05 / 5.00




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 You Will 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

Who Should Attend!

  • 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