2nd pro bono Taproot Project

Started by Tony Budak, August 09, 2016, 07:50:36 pm

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Tony Budak

Salesforce
log in : tonybudak@tbmw.org
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Sireesha R
Aug 9
to tonybudak
https://global.gotomeeting.com/join/868415941
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

Tony Budak

August 24, 2016, 04:35:47 pm #2 Last Edit: September 04, 2016, 01:16:05 am by Tony Budak

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
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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:
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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

Tony Budak

August 09, 2016, 07:50:36 pm #1 Last Edit: August 10, 2016, 01:07:33 am by Tony Budak
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
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