Salesforce Training: Creating Custom Fields

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

Salesforce Training: Managing Donations

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

Salesforce Training: Introduction to Campaigns

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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’s Campaign Feature
  • Understand who has access to Salesforce campaigns
  • Create a Fundraising Campaign

Salesforce Training: Campaign Management

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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

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

Orientation to and the Nonprofit Starter Pack

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This video is an introduction to 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

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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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