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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. https://developer.salesforce.com/trailhead/en/signup?d=70130000000iMGP (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 (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/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#%21#households)

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#!#donations (https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#%21#donations)

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#!#campaigns (https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation#%21#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 (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
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:
http://go.pardot.com/l/27572/2016-05-03/5ct44f (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 (https://attendee.gotowebinar.com/rt/8475940898454385411)
Best,
Rebecca
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here is the data import wizard video link
https://www.youtube.com/watch?v=p5uREziEFDY (https://www.youtube.com/watch?v=p5uREziEFDY)

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

User id:
tonybudak@tbmw.org.timebanksb

Password:
Small black, Big gray, last ss
Title: Salesforce / Sireesha, gotomeeting
Post by: Tony Budak on August 24, 2016, 03:07:41 PM
Salesforce
log in : tonybudak@tbmw.org
p/w : EmmaChe5048
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Sireesha R
Aug 9
to tonybudak
https://global.gotomeeting.com/join/868415941