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

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

>
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

Salesforce Training: Organize and Secure Reports

organize-secure-salesforce-reports-nonprofit
Video Length: 
9m:6s

This video covers how to organize reports so they are easy to find and how protect certain reports so only a limited number of users can run or edit them.  Specifically this video teaches nonprofit Salesforce users to:

  • Organize reports into appropriate folders
  • Create new report folders
  • Set user accessibility to these folders

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

Syndicate content