Learn about getting registered with a Salesforce trial account.
- [Narrator] In order to apply for a grant from Salesforce,…a trial account has to be setup first.…Let's see how to do that.…Let's head over to Salesforce.org…and then let's click on Get Started.…We'll click on Try It Nonprofit for a 30-day free trial.…Down here you'll see three different options.…Unless you're a Salesforce developer…and plan to customize your own Salesforce account,…you'll want to select the middle choice…which is for the complete CRM…plus the application layer, also called an app layer,…that's architected specifically with nonprofits in mind…and that's called the NonProfit Success Pack…or NPSP for short.…
The first 10 users will be free…and each additional user will cost $48 a month…which is less than 1/3 of the price…your for profit counterparts are paying.…So let's go ahead and click Free Trial…and sign up for our free trial.…We'll need to agree to the master subscription agreement.…Here you're going to see another option…which is an additional fee that you can pay…to receive Quick Start, a third party onboarding help,…
AuthorChristopher Matthew Spencer
- 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
Salesforce for Customer Servicewith Christine V Pereira50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.