This video provides a review of what Salesforce resources are available for NGOs, and how to locate those resources.
- [Commentator] A conversation about Saleforce has always…expanded into a discussion about the Salesforce community.…There's an extensive community of users in both the…commercial and NGO space who collaborate and support…each other.…There is solutions partners who provide additional…functionality through a community of Salesforce…developers, there's training and certification.…And there's a variety of events which provide cohesion…within the community where users and Salesforce staff…can connect and exchange ideas.…
On the topic of products, let's head over to the…app exchange, and I'll type in appexchange.com.…The app exchange is a vast marketplace containing thousands…of free and paid apps that can be installed directly onto…your Salesforce account to accomplish more in less time…and to address particular needs.…A grant of Salesforce for NGOs is enterprise edition…level software, which supports most of the apps on the…app exchange.…
There are apps for virtually any business or nonprofit…purpose, I like to think of apps like Legos for Salesforce.…
Author
Christopher Matthew Spencer
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: Products, training, and events