How to set up Salesforce for a charity or nonprofit

This course is to help charities and nonprofits around the world to understand how to sign up for the Salesforce donated licences and customise Salesforce to set the system up for a successful rollout to users.  The focus of the course is on the free trial, application and the customisations we recommend for all nonprofits.  I have completed numerous Salesforce implementations for charities and worked with existing Salesforce organisations and the customisation tricks are a list I’ve created since 2015 of things I know will help lead to a successful project.

This course is not designed to help you take or pass the Nonprofit Cloud Consultant Certification and it doesn’t focus on the exam.  However, you may find it useful background information if you are working towards this.  The focus of the course is much more around the practical implementation of Salesforce for nonprofits / charities.

During the course, I will screenshare and walk through the exact steps you need to go through to implement and customise Salesforce.  Salesforce does work perfectly well ‘out of the box’ but there are certain customisations that I think really help make Salesforce more fun and more robust.  We include recommendations for data security and clarity which will protect data and save confusion later on in your Salesforce journey.

Salesforce offers 10 completely free Salesforce user licences to eligible charities/nonprofits so if you work in an organisation with 10 or less employees then Salesforce is a perfect fit.  Salesforce recommend working with an implementation consultant to maximise the benefits you can gain from the system.  We’ve created this course for organisations that would like to implement Salesforce themselves, perhaps because there is no budget available to use a consultant.  It would also benefit anyone who is managing a Salesforce implementation for a nonprofit or who would like to take on more of the work in-house.