Part 2 - Salesforce Basics for the Accidental Admin - 1/2016
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Transcript of Part 2 - Salesforce Basics for the Accidental Admin - 1/2016
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
@idealistcons