Salesforce Training: Creating Custom Fields

Video Length: 
26m:33s

This video training shows how to create custom fields in Salesforce and the Nonprofit Starter Pack (NPSP).  Read more »

Salesforce Training: Managing Donations

Video Length: 
24m:29s

This training video shows how-to manage donations in Salesforce and the Nonprofit Starter Pack.  Read more »

Salesforce Training: Introduction to Campaigns

Video Length: 
7m:51s

This video teaches the basics of Salesforce Campaigns for nonprofits using Salesforce with the Nonprofit Starter Pack (NPSP).  After watching this video, you should be able to do the following:

  • Understand what a Campaign Is
  • Identify uses cases for how your organization can use Salesforce.com’s Campaign Feature
  • Understand who has access to Salesforce campaigns
  • Create a Fundraising Campaign

Salesforce Training: Campaign Management

Video Length: 
16m:27s

This training video shows how the Campaign feature in Salesforce can help your nonprofit have more successful fundraising and outreach efforts. Read more »

Salesforce Training: Account and Contact Management

Video Length: 
10m:44s

This video provides training on using accounts and contacts in Salesforce and the Nonprofit Starter Pack (NPSP).  Read more »

Orientation to Salesforce.com and the Nonprofit Starter Pack

Video Length: 
14m:30s

This video is an introduction to Salesforce.com and is intended for nonprofit users and administrators who will be using Salesforce and the Nonprofit Starter Pack (NPSP) for the first time. Read more »

Salesforce Training: Roll Up Summary Fields

Video Length: 
10m:8s

This training video talks about use cases for Salesforce Roll Up Summary fields, how-to create them, and how-to manage them. Read more »

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