Data Loading: Updating Salesforce With Jitterbit

update-salesforce-with-jitterbit
Video Length: 
9m:13s

This video demonstrates how to update Salesforce data using the Jitterbit Data Loader. This can be useful if you need to clean or populate data for a field in Salesforce and don't want to go through each record one by one to make those updates. After watching this video, you should be able to do the following:

  • Export data out of Salesforce
  • Create a data map to connect spreadsheet data to Salesforce fields
  • Understand a standard Jitterbit workflow
  • Update a large number of Salesforce records with one operation

Master-Detail and Lookup Relationship Fields: An Introduction

Play the video training on Master-Detail and Lookup relationship fields
Video Length: 
5m:5s

Look-Up fields and Master-Detail relationship fields differ in their capabilities and implications so in this video series we will: Read more »

Master-Detail and Lookup Relationship Fields: The Differences

Watch the video on the differences between Master-Detail and Lookup fields.
Video Length: 
4m:14s

In this video we’ll cover the key attributes of Lookup custom fields as compared to Master-Detail custom fields.
NEXT VIDEO » LOOKUP RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

Lookup Relationship Fields: A Practical Understanding

Watch the video on Salesforce Lookup relationship fields.
Video Length: 
5m:14s

In this video we’ll go through a sample scenario for when it’s appropriate to use a custom Lookup relationship field.
NEXT VIDEO » MASTER-DETAIL RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

Master-Detail Relationship Fields: A Practical Understanding

Watch the video on Salesforce Master-Detail relationship fields.
Video Length: 
11m:16s

In this video we’ll go through a sample scenario for when it’s appropriate to use Master-Detail relationship fields.

Donation Workflows in Salesforce

Donation Workflows in Salesforce
Video Length: 
12m:6s

In this video, we cover how Salesforce workflows can help your best relationship management process happen every time.

Donation Types in Salesforce

forcify.me donation types in Salesforce
Video Length: 
10m:56s

The nonprofit starter pack comes with four pre-defined types of donations. You might have noticed these types in your own Salesforce when creating a new donation.  The default types of donations are:

  • Donation
  • Grant
  • Major Gift
  • Matching Gift

The NPSP uses the Salesforce feature called, Record Types to track types of donations.  In this video we cover how-to create new record types and customize the layout, fields, record security and other options around a new type of donation. 

Customize Donations in Salesforce

forcify.me-customize-donations-in-Salesforce
Video Length: 
7m:52s

 
In the Salesforce Nonprofit Starter Pack the standard feature for recording and tracking gifts is called Donations. This object is originally the “opportunity” object from the business version of Salesforce. It can be used track a gift throughout the entire lifecycle including: Read more »

Dashboards for Nonprofits Overview

Salesforce Dashboards for Nonprofits Overview
Video Length: 
7m:13s

This first video in the training series, Reporting Dashboards in Salesforce, covers from a Nonprofit's perspective how Dashboards work and how-to create a new Salesforce dashboard. 
 
NEXT VIDEO » DASHBOARD COMPONENTS

Salesforce Dashboard Chart Types for Nonprofits

Salesforce Video Training on Dashboard Chart Types.
Video Length: 
1m:50s

 
This third video in the training series, Reporting Dashboards in Salesforce, is a quick overview on when to use what chart type. 
 
NEXT VIDEO » DASHBOARD FILTERS

Syndicate content