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

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

Use Cases for Roll-up Summary Fields

Recently we had a user ask for some more real-world use cases of Roll-up Summary Fields.
 
One example would be when a donor is on the phone to discuss this year's donation (!). Having quick access to some fast facts can be a great help as you have this conversation.  Roll-up summary fields on that individual's contact record can provide you with data such as: Read more »

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
Syndicate content