***OUTDATED*** Salesforce for NonProfits & NGOs

This video introduction explains the topics that you will learn about regarding salesforce for nonprofits. Topics covered include:

• Obtaining the license grant from the foundation for your 501c3
• Preparing your salesforce instance for organization-wide use
• Explanation of the NonProfit Starter Pack and related settings
• Administrator and developer-level modifications: page layouts, field editing/creation, security options, record types, use of campaigns for common nonprofit needs
• Constituent management
• Income Tracking
• Common 3rd party applications used by non-profit organizations

• Instructions on how to obtain a license grant for 501c3 organizations from the salesforce foundation
• Guidance on completing the entire Power of Us application
• Guide on how to follow along with the training (either copying the video demo instructions in a sandbox or live production instance of salesforce)

In this video we will discuss salesforce navigation & terminology:

• Apps
• Tabs
• List views
• Page anatomy

In this video we will demonstrate where you can find and adjust important administrator settings including:

• Managing users
• Company information
• Data management menu
• Security
• Personal settings in "My Settings"

In this video we will cover:

• Household account features & settings
• Basics of income tracking with opportunities (donations) & payments

In this video we will discuss Nonprofit starter pack settings:

• Data model options
• Address verification
• Recurring donations
• Miscellaneous NPSP settings
• Explanation of what the default NPSP data model is

• Creating users
• Setting up custom apps for users
• Customizing the home page layout

In this video we will cover options for placing your data in salesforce:

• Manual data entry of contacts, households and donations
• Reveiwing options on mass data importing

In this video we will look at various ways to track constituents using:

• Single/multi-select pick-lists
• Affiliation object

In this video we will continue looking at various ways to track constituents using:

• Campaigns
• A custom object

• Creating parent campaigns
• Creating program sessions using campaign hierarchies
• Add member to campaigns and sessions using reports
• Creating custom member statuses

In this video we will look at various ways to track constituents using:

• Adding members to session using custom links

In this video we will use campaigns for common fundraising scenarios:

• How to use campaign hierarchies to track various fundraising efforts within a single initiative
• Creating mass email templates
• Sending mass emails to contacts associated with a campaign

In this video we will cover how to track and record income in salesforce:

• How to optimally use the "Opportunities" object for income tracking
• How to create and use record types & page layouts for different types of income
• Associating income with campaigns

In this video we will continue to cover how to track and record income in salesforce:

• Creating custom fields on the "Payments" object for tax-deductible versus non tax-deductible income
• Using roll-up field to automatically aggregate tax-deductible & non tax-deductible on the "Opportunities" object.
• Using GAUs (general accounting units) to split income allocations

In this video we will cover using recurring donations:

• Setting-up a recurring donation
• Creating a "Work Flow Rule" to automatically update the "Name" field
• Enter related payments for fulfilled payments