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

How-to use Bucket Fields in Salesforce Reports

Click to watch How-to Use Salesforce Bucket Fields
Video Length: 
3m:40s

In this training video, we cover how Bucket fields can be used in Salesforce reports to group data.

Salesforce Training: Summary and Matrix Reports

Summary and Matrix Nonprofit Report Training
Video Length: 
16m:9s

In this Salesforce training video, we cover building summary and matrix reports, bucket fields,  and highlight a couple important use cases for nonprofit organizations.

Salesforce Training: Report Filters

report-filters-salesforce-for-nonprofits-video
Video Length: 
9m:49s

A training video on using filters to build Salesforce reports that meet the needs of nonprofits using the Nonprofit Starter Pack (NPSP). In this video we cover:

  • Adding Basic Filters
  • Using Multiple Filters
  • Field-types and Filters
  • Report logic 
  • Additional features

* Cross Filters will be covered in a future training video

Salesforce Training: Basic Reporting for Nonprofits

basic-reporting-in-salesforce-for-nonprofits-video
Video Length: 
17m:38s

Basic Reporting for Nonprofits is more than an introduction to Salesforce reports. After watching this video viewers should be able to create and customize reports as well as print, export, schedule reports and add the results to campaigns. 

Salesforce Training: Basic Activity Management

Salesforce-basic-activity-management-training-still
Video Length: 
17m:51s

A how-to training video on using Salesforce to track interactions between nonprofits and supporters. After watching this video you should be able to:

  • Use the calendar
  • Schedule calls, meetings and tasks
  • Link activities to Contacts, Accounts and Donations
  • Schedule calls to other staff members in your organization
  • Schedule recurring activities
  • Complete activities
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