***OUTDATED*** Salesforce for NonProfits & NGOs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

Created by: Aja McClanahan
Salesforce Guru, Entrepreneur & General Life Hacker

What Will I 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

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