Salesforce Basics for the Accidental Admin

Who We Are

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

Your Trainer

Corinn Brown, CRM Administrator at Idealist Consulting

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

Object Relationships: New Household Account Model

Related ListsOther objects (Contacts, Accounts, Opportunities, etc.) that are related to the current record that you are viewing.

Live Demo

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….

Agenda - Part 2 Campaigns Mass Email Contacts Reporting/Dashboards Support Q & A