Dashboard Filters for Nonprofits

Salesforce Dashboard Filters for Nonprofits
Video Length: 
4m:31s

This fourth video in the training series, Reporting Dashboards in Salesforce, covers how to work with Dashboard Filters to modify the dataset on-the-fly.  
 
NEXT VIDEO » TABULAR REPORTS FOR DASHBOARDS

Tabular Reports in Dashboards

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Video Length: 
3m:31s

This fifth video in the training series, Reporting Dashboards in Salesforce, covers how to use Tabular reports as Dashboard components.  

Dashboard Components for Nonprofits

Salesforce Dashboard Components for Nonprofits
Video Length: 
11m:13s

This second video in the training series, Reporting Dashboards in Salesforce, covers how to create and edit Dashboard components as well as the use-cases for each chart type.  
 
NEXT VIDEO » DASHBOARD CHART TYPES

Manage Account-Contact Relationships in Salesforce for Nonprofits

forcify.me account-contact and affiliations in NPSP
Video Length: 
4m:41s

In this video we provide a comparison of the ways nonprofits can track relationships with Contacts that are affiliated with Organizations, such as grant-makers, foundations, corporations, and vendors. The specific models covered include:

  • Account-Contact Model
  • The Affliations object of the NPSP

This is another video in our training series on Data Models in the Nonprofit Starter Pack

Household Data Models for Nonprofits using Salesforce

forcify.me households in NPSP
Video Length: 
10m:10s

In this video we provide a comparison of the two ways nonprofits can track households in Salesforce.  The specific data models covered include:

  • Accounts as Households
  • The Household object of the NPSP

This is another video in our training series on Data Models in the Nonprofit Starter Pack

Introduction to Nonprofit Data Models in Salesforce

forcify.me introduction to data models in NPSP
Video Length: 
7m:33s

This is the first video in our training series on Data Models in the Nonprofit Starter Pack.  In this video we cover the essential background information: Read more »

One-to-One Data Model in the Nonprofit Starter Pack

Video Length: 
5m:23s

In this video we provide an overview of the default data model in the NPSP, that being the One-to-One Model.  This is the second video in our training series on Data Models in the Nonprofit Starter Pack.
 
NEXT VIDEO » INDIVIDUAL OR "BUCKET" DATA MODEL

Individual or "Bucket" Data Model

forcify.me individual bucket data model of NPSP
Video Length: 
3m:2s

In this video we provide a brief overview of the Individual, or "Bucket," model of the NPSP.  This is the third video in our training series on Data Models in the Nonprofit Starter Pack
 
NEXT VIDEO » ONE-TO-ONE VS. INDIVIDUAL DATA MODEL COMPARISON

Comparison: One-to-One vs. Individual Data Models of NPSP

forcify.me comparison of one-to-one and individual bucket data models of NPSP
Video Length: 
4m:46s

In this video we cover the key differences between the One-to-One model and the Individual, or "Bucket," model of the NPSP.  This is the fourth video in our training series on Data Models in the Nonprofit Starter Pack.
 
 NEXT VIDEO » SET THE DATA MODEL

How-to Set the Data Model in the Nonprofit Starter Pack

Video Length: 
2m:5s

In this video we cover how to set the data model in a Salesforce application.  This is the fifth video in our training series on Data Models in the Nonprofit Starter Pack

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