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***OUTDATED*** Salesforce for NonProfits & NGOs

Office Productivity

Rating4.1
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***OUTDATED*** Salesforce for NonProfits & NGOs, available at $19.99, has an average rating of 4.05, with 18 lectures, 16 quizzes, based on 97 reviews, and has 634 subscribers.

You will learn about 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 This course is ideal for individuals who are Nonprofit professionals who would like to implement salesforce for their organization but can't spend money on consulting services or Technology savvy professionals who want to break into the world of salesforce CRM for the nonprofit sector or Development Directors or Office Managers or Operations Personnel or Call Center Managers It is particularly useful for Nonprofit professionals who would like to implement salesforce for their organization but can't spend money on consulting services or Technology savvy professionals who want to break into the world of salesforce CRM for the nonprofit sector or Development Directors or Office Managers or Operations Personnel or Call Center Managers.

Enroll now: ***OUTDATED*** Salesforce for NonProfits & NGOs

Summary

Title: ***OUTDATED*** Salesforce for NonProfits & NGOs

Price: $19.99

Average Rating: 4.05

Number of Lectures: 18

Number of Quizzes: 16

Number of Published Lectures: 18

Number of Published Quizzes: 16

Number of Curriculum Items: 34

Number of Published Curriculum Objects: 34

Original Price: $39.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

  • 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

Target Audiences

  • 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

This video course will help salesforce users learn how to administer and develop salesforce specifically for the NonProfit/NGO environment. You will learn how obtain the $15,000 software grant from the salesforce foundation along with essentials for set-up and administration for various use cases: constituent management, donor management (grants, in-kind gifts, etc.) volunteer management, event management, receipting, communications and common enhancements for nonprofit via 3rd party applications. This course is ideal for office managers, operations directors, development personnel in organizations that cannot afford the $5,000+ price tag for hiring a consulting firm for a full-on salesforce deployment. This course will empower existing staff to deploy salesforce in a cost efficient, yet useful manner.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction to Salesforce for NonProfits & NGOs

Chapter 2: Class 1- Obtaining Your Salesforce License Grant

Lecture 1: Class 1

Chapter 3: Class 2- Navigation & Terminology

Lecture 1: Class 2

Chapter 4: Class 3- Set-up & Administration

Lecture 1: Class 3 Lecture

Chapter 5: Class 4- Introduction to the NonProfit Starter Pack 3

Lecture 1: Class 4 Lecture-Introduction to the NonProfit Starter Pack 3

Chapter 6: Class 5- NPSP 3 Settings & Data Model

Lecture 1: Class 5 Lecture

Chapter 7: Class 6- Use Case Demonstration for Urban Farming NPO: Quick Set-up

Lecture 1: Class 6 Lecture

Chapter 8: Class 7- Adding Data to Salesforce

Lecture 1: Class 7 Lecture

Chapter 9: Class 8- Constituent Tracking: Options & Best Practices

Lecture 1: Class 8 Lecture

Chapter 10: Class 9- Constituent Tracking: Options & Best Practices Continued

Lecture 1: Class 9 Lecture

Chapter 11: Class 10- Using Campaigns for Programs & Attendance Tracking

Lecture 1: Class 10 Lecture

Chapter 12: Class 11- Using Campaigns for Programs & Attendance Tracking Continued

Lecture 1: Class 11 Lecture

Chapter 13: Class 12- Using Campaigns for Fundraising & Mass Email

Lecture 1: Class 12 Lecture

Chapter 14: Class 13- Income Tracking via Opportunities

Lecture 1: Class 13 Lecture

Chapter 15: Class 14- Income Tracking via Opportunities (cont'd)

Lecture 1: Class 14 Lecture

Chapter 16: Class 15- Recurring Donations

Lecture 1: Class 15 Lecture

Chapter 17: Class 16- Volunteer Tracking

Lecture 1: Class 16 Lecture

Chapter 18: Class 17- 3rd Party Applications

Lecture 1: Class 17 Lecture

Instructors

Rating Distribution

  • 1 stars: 4 votes
  • 2 stars: 2 votes
  • 3 stars: 17 votes
  • 4 stars: 39 votes
  • 5 stars: 35 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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