Author Topic: Taproot Project  (Read 1796 times)

Offline Tony Budak

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Re: Taproot Project
« Reply #15 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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

Offline Tony Budak

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Re: Taproot Project
« Reply #14 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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Tony Budak

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Re: Taproot Project
« Reply #13 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?
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Tony Budak

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Re: Taproot Project
« Reply #12 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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Tony Budak

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Re: Taproot Project
« Reply #11 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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Sreelekha Mittai

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Re: Taproot Project
« Reply #10 on: July 27, 2016, 04:25:41 PM »
Hi Tony,

I will watch it.




Thank You
Sreelekha

Offline Tony Budak

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Re: Taproot Project
« Reply #9 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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

Offline Tony Budak

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Re: Taproot Project
« Reply #8 on: July 24, 2016, 11:23:00 AM »
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
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Sreelekha Mittai

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Re: Taproot Project
« Reply #7 on: July 24, 2016, 01:08:38 AM »
Hi Tony,

Thank you, i have registered.

Offline Tony Budak

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Re: Taproot Project
« Reply #6 on: July 23, 2016, 11:59:25 PM »
Hi Sreelekha,

An excellent way to "gain knowledge of Time Bank Mahoning Watershed (TBMW), with Tony's help, in order to accomplish TBMW vision and mission." is to learn by doing.

So please join TBMW, you can register, it's free, at this link,
https://www.hourworld.org/bank/Join.php?hw=1042

Looking forward to your application,
Cheers,
Tony
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

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Offline Sreelekha Mittai

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Re: Taproot Project
« Reply #5 on: July 23, 2016, 02:18:44 PM »
yes, am okay with that

Offline Tony Budak

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Re: Taproot Project
« Reply #4 on: July 23, 2016, 02:16:33 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?
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

Offline Sreelekha Mittai

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Re: Taproot Project
« Reply #3 on: July 23, 2016, 02:11:40 PM »
Hi Tony,

Okay, let's use this.

Offline Sreelekha Mittai

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Re: Taproot Project
« Reply #2 on: July 23, 2016, 02:10:05 PM »
Hi Tony,
 
Okay, Lets use this

Offline Tony Budak

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Taproot Project
« Reply #1 on: July 23, 2016, 02:05:45 PM »
Hi Sreelekha,

I'm suggesting that we use this forum and discussion thread to have a joint experiential learning regards the following items. Please write back here to stay in touch, we will not use email per say, but as we post here, we will get email announcements.

1 - Sreelekha will gain knowledge of Time Bank Mahoning Watershed (TBMW), with Tony's help, in order to accomplish TBMW vision and mission.

2 - Sreelekha will understand how to gather leads (current TBMW members) from TBMW data base, arrange in proper order to TBMW Salesforce account. And she and Tony know how to do this as well. upload into TBMW Salesforce account.

3 - During first week we will watch videos, and read instructions regards how to arrange data for import.

SO, what do you think? Can't wait to hear back from you.

Cheers and Best, Tony
« Last Edit: July 23, 2016, 11:52:29 PM by Tony Budak »
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here