Salesforcecom For Nonprofits Ngos

Self-start guide for salesforce for nonprofits. You will be ready to deploy salesforce for a new or existing position.

Last updated 2022-01-10 | 4.3

- 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

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

  • 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 • 34 lectures

Introduction to Salesforce for NonProfits & NGOs Preview 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

Class 1 Preview 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)

Class 1 Quiz

Class 2 Preview 09:53

In this video we will discuss salesforce navigation & terminology:

  • Apps
  • Tabs
  • List views
  • Page anatomy

Class 2 Quiz

Class 3 Lecture Preview 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"

Class 3 Quiz

Class 4 Lecture-Introduction to the NonProfit Starter Pack 3 Preview 11:08

In this video we will cover:

  • Household account features & settings
  • Basics of income tracking with opportunities (donations) & payments

Class 4 Quiz

Class 5 Lecture Preview 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 Quiz

Class 6 Lecture Preview 12:58

In this video we will cover:
  • Creating users
  • Setting up custom apps for users
  • Customizing the home page layout

Class 6 Quiz

Class 7 Lecture Preview 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

Class 7 Quiz

Class 8 Lecture Preview 09:41

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

  • Single/multi-select pick-lists
  • Affiliation object

Class 8 Quiz

Class 9 Lecture Preview 12:46

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

  • Campaigns
  • A custom object

Class 9 Quiz

Class 10 Lecture Preview 12:04

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

Class 11 Lecture Preview 12:00

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

  • Adding members to session using custom links

Class 11 Quiz

Class 12 Lecture Preview 14:21

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

Class 13 Lecture Preview 13:05

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

Class 14 Lecture Preview 11:10

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

Class 15 Lecture Preview 12:28

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

Class 17 Lecture Preview 03:39

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.