Recent Posts

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1
Salesforce / Salesforce / Sireesha, gotomeeting
« Last post by Tony Budak on August 24, 2016, 03:07:41 PM »
Salesforce
log in : tonybudak@tbmw.org
p/w : EmmaChe5048
---------------------
Sireesha R
Aug 9
to tonybudak
https://global.gotomeeting.com/join/868415941
2
Salesforce / Sandbox
« Last post by Tony Budak on August 24, 2016, 11:35:47 AM »

Hi Tony,
Yes, this webinar is helpful for all Admins! Here's the recording:
http://go.pardot.com/l/27572/2016-05-03/5ct44f

This webinar is also repeated every month, feel free sign up for the next one:
https://attendee.gotowebinar.com/rt/8475940898454385411
Best,
Rebecca
-----------------------------------------------------------

here is the data import wizard video link
https://www.youtube.com/watch?v=p5uREziEFDY

here is the video link for data loader and import wizard
http://salesforce.vidyard.com/watch/ARIjWm2qrDkJVJxEhReFug

User id:
tonybudak@tbmw.org.timebanksb

Password:
Small black, Big gray, last ss
3
Salesforce / 2nd pro bono Taproot Project
« Last post by Tony Budak on August 09, 2016, 02:50:36 PM »
Hello Tony,
Very glad to meet you and I would be happy to set up Salesforce for your non profit org.

There is a Salesforce Trailhead, which is a guided learning path. You can login with your development version and score points. You can get this for free.

1. to create a developer version please go here. https://developer.salesforce.com/trailhead/en/signup?d=70130000000iMGP

2. Please go to this link to learn how Salesforce can help you better manage your donations, grants, volunteers, and events:  https://developer.salesforce.com/trailhead/trail/nonprofit_fundraising

Also please go through these links to learn how Salesforce Non Profit Starter Pack helps in maintaining donors, donations and related stuff.

https://powerofus.force.com/articles/Resource/Salesforce-Fundamentals

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#!#households

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#!#donations

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#!#campaigns

There are very helpful videos to import excel data to Salesforce, you can go through these to get an understanding.
https://www.youtube.com/playlist?list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj1Qk

With all these you get lot of Knowledge, and very helpful to manage your donors & donations.
Thank You,
Sireesha
4
Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 30, 2016, 12:50:22 PM »
Hi Again Sreelekha,  This is the source folder of the last video,
It is the second of five. Here is the list:
http://salesforce.vidyard.com/watch/ARIjWm2qrDkJVJxEhReFug
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Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 29, 2016, 11:18:42 PM »
Hi Sreelekha,

I have good news, I finally found a tutorial video that I like. He has a clear voice and the graphics are sharp. This video can teach and guide us in the preparation of the Excel data set, that I sent you earlier.

So forget the tutorial links that I sent in the last week and don't bother to do any research for now. I do think that this video will suffice.

Please watch the video at; https://www.youtube.com/watch?v=bvg7eNsfa1M

When we have our next web conference we will start work on the member data set and attempt the first step, "Sort and Filter"

What do you think? Write back ASAP any thoughts you have about going forward on this project.

Thanks and Have a GREAT weekend,
Tony
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Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 29, 2016, 12:48:01 PM »
Ok GREAT, please use this thread to get in touch with me and I will do the same to reach you.

I would like to have a phone call on August 1, Monday, 1:30 PM EST /// 10:30 AM Pacific, if that works for you? Please write back to confirm or reschedule?

Hi Sreelekha,
Sorry, but I'm must CANCEL this Monday's phone call, Would you be available the following Wednesday? Or Thursday?
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Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 27, 2016, 08:02:29 PM »
Ok sorry, This is turning in to a research project, now this link will be the last for now,
https://powerofus.force.com/articles/Resource/free-salesforce-data-tools-for-nonprofit-administrators

The above link may provide the method that we will finally use.

Thanks so much,
ony
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Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 27, 2016, 07:53:33 PM »
Hi Sreelekha,
I found another, it is something to watch, but I'm still not sure what we we finally use to prepare that TBMW data set of members?  Check it out at
https://youtu.be/8azP1kuf9IQ
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Salesforce / Re: Taproot Project
« Last post by Sreelekha Mittai on July 27, 2016, 04:25:41 PM »
Hi Tony,

I will watch it.




Thank You
Sreelekha
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Salesforce / Re: Taproot Project
« Last post by Tony Budak on July 27, 2016, 03:49:06 PM »
Hi Sreelekhaw,

This following link is something that I will study over the next few days,
it's about, How To Fix Your Data Before You Add It To Salesforce, go to   
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009w8ZBEAY

I hope that you have time to watch it, I am searching for free easy to use data loaders ;)

Thanks,
Tony
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