Recent posts

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21
Salesforce / 2nd pro bono Taproot Project
Last post by Tony Budak - August 09, 2016, 07:50:36 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
22
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 30, 2016, 05:50:22 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
23
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 30, 2016, 04:18:42 am
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
24
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 29, 2016, 05:48:01 pm
Quote from: Tony Budak on July 23, 2016, 07:16:33 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?
25
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 28, 2016, 01:02:29 am
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
26
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 28, 2016, 12:53:33 am
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
27
Salesforce / Re: Taproot Project
Last post by Sreelekha Mittai - July 27, 2016, 09:25:41 pm
Hi Tony,

I will watch it.




Thank You
Sreelekha
28
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 27, 2016, 08:49:06 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
29
Salesforce / Re: Taproot Project
Last post by Tony Budak - July 24, 2016, 04:23:00 pm
Hi Sreelekha,
Thank you for joining TBMW's local chapter in the hOurworld network and community. Your account is active please follow the suggestions you received back from the robot reply system (Time and Talent database).

Over time feel free to surf among our various URLs to get some idea of operations.

However, please keep in mind that our number one goals, yours and mine, are to gather various database sets and import them into Salesforce. That is to say we are both expected to know and do this. And at this point I do not.

I suggest our next step is to read up on how to prepare a database for import. Please share your research readings, tutorials, and videos with me so I can keep up with you. And I will look in to the Salesforce help sections and relay learning and and methods to you as well.

Again thanks so much for walking this path with me.
Have a great Sunday,
Tony
30
Salesforce / Re: Taproot Project
Last post by Sreelekha Mittai - July 24, 2016, 06:08:38 am
Hi Tony,

Thank you, i have registered.
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