Salesforcecom For Nonprofits Ngos
Tags: Salesforce
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
* 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
- 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
- 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
- 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 16 Lecture Preview 08:52
Class 16 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.