Salesforce Basics for the Accidental Admin

Recap from yesterday

● Introduction to the Nonprofit Starter Pack

● Navigation and List views

● Data Entry

● Merging Accounts and Contacts

● Activity Management & Managing Calendar

Agenda - Part 2 Campaigns

Mass Email Contacts/Leads - Native to Salesforce

Reporting and Dashboards

Support

Q&A

Live Demo

Where to find support AppExchange

Help and Training

The Power of Us Hub

NP User Group

Trailhead modules

Email service providers comparison report: http://bit.ly/108cbyW

AppExchangehttps://appexchange.salesforce.com

Salesforce Success Communityhttps://help.salesforce.com/

Power of Us Hubhttps://powerofus.force.com/pubhome

Check out NPSP Group and this workbook:https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation

Install to see in app drop-down here:https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-App-Installation-Instructions

Local Salesforce User Groupshttps://success.salesforce.com/userGroups

Trailhead: “The fun way to learn Salesforce.”https://developer.salesforce.com/trailhead

References“Who Sees What” Videos - https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C“Reporting How To” Videos - https://www.youtube.com/playlist?list=PL0D95738791A97DF1Email Provider Comparison Report - http://www.idealistconsulting.com/whitepaper-email-service-providers-comparison-reportSandboxes for Test Environment - https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_USData Import Videos – https://www.youtube.com/watch?v=QZMhSe8MSxI&list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj1QkRecurring Donation Video - https://www.youtube.com/watch?v=1JpgL_hBrEY

Wrap UpWhere you can find us:

1.800.889.8675

info@idealistconsulting.com

@idealistcons