Learn how to apply for a free Salesforce grant if you're operating a qualified tax-exempt organization.
- [Narrator] Qualified NGOs will receive Salesforce for free…for the first 10 users.…There's a grant application involved and in this video,…we'll be showing the application process…from start to finish.…You'll need some essentials…such as the email address you'll be using…for the initial registration,…your organization's contact information,…tax identification number,…IRS letter acknowledging tax exempt status,…and if needed, a letter of approval…from your organization's leadership.…Registration begins at Salesforce.org.…
From here, go ahead and click Get Started.…Okay and then we'll scroll down…and then we're going to apply for the Power of Us Program…so we'll click here on the Apply button.…So let's read through what they have to say here…and then we'll go ahead and log in to apply,…click Allow…and then we're going to go ahead and take a survey.…This is required.…Now in the survey, you'll be asked a few questions.…
You're going to be asked about your implementation vision…and a few other things that you need to answer…
Author
Released
8/31/2017- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Grant application