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Practice => Salesforce => Topic started by: Tony Budak on August 09, 2016, 02:50:36 PM

Title: 2nd pro bono Taproot Project
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. (

2. Please go to this link to learn how Salesforce can help you better manage your donations, grants, volunteers, and events: (

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

There are very helpful videos to import excel data to Salesforce, you can go through these to get an understanding. (

With all these you get lot of Knowledge, and very helpful to manage your donors & donations.
Thank You,
Title: Sandbox
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: (

This webinar is also repeated every month, feel free sign up for the next one: (

here is the data import wizard video link (

here is the video link for data loader and import wizard (

User id:

Small black, Big gray, last ss
Title: Salesforce / Sireesha, gotomeeting
Post by: Tony Budak on August 24, 2016, 03:07:41 PM
log in :
p/w : EmmaChe5048
Sireesha R
Aug 9
to tonybudak