Post on 13-Jan-2017
transcript
Nonprofit Starter PackAn app that sits on top of Salesforce Enterprise Edition. The Nonprofit Starter Pack pre-configures Salesforce for nonprofits, and is designed to make the daily life of nonprofits a little easier. Free through Power of 10 program.
NGO ConnectA product built on Salesforce's force.com platform, designed to help nonprofit organizations engage constituents by enabling a 360-degree view of their organization. Generally for larger-scale orgs.
What We’re Working With
Agenda Introduction to the Nonprofit Starter Pack
Special note: Upgrade Month - please reach out if you’re interested
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up
NPSP 3.0 If you have gotten a Salesforce account in the last 12 months, you are on
NPSP 3.0 - If you’re not on this version, please refer to Salesforce’s Upgrade Month landing page and webinar
Automatic updates and bug fixes Older versions of NPSP no longer supported Update to NPSP 3.0 is straightforward - always test in sandbox first Updating to the new household=account model should not be taken lightly.
Thorough sandbox testing with your data required.
Intro to the NPSP: CRM Customer Relationship Management
◦ Is a disciplined business strategy to create and sustain long-term, profitable customer relationships
◦ Salesforce.com is a CRM System
Related ListsOther objects (Contacts, Accounts, Opportunities, etc.) that are related to the current record that you are viewing.
Agenda Introduction to the Nonprofit Starter Pack
Special note: Upgrade Month - please reach out if you’re interested
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Email Templates
COMING UP….