Creating and Tracking a Fundraising Campaign

Video Length: 
7m:1s

This video demonstrates how to create and track a fundraising campaign in Salesforce. After watching this video, you should be able to do the following:

  • Create a Salesforce Campaign
  • Add supporters to your Campaign
  • Attribute donations to your Campaign
  • Update supporter Campaign statuses
  • View important Campaign metrics

Salesforce Dashboards: Leading Indicators of Success

In the lives of Development Directors, the ability to see trends in the performance of fundraising, marketing or communications efforts is a big deal!   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

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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

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

What I love about Matrix reports

Forcify.me has launched a new training video on Salesforce Summary and Matrix reports for nonprofits!  Frankly, I'm exhausted from the effort so I'll dive into the recent archives for a blog post on why these reports can be so incredibly useful for nonprofits.  Enjoy!


Development Directors get three consistent questions from the Executive Director and Board of Directors: Read more »

New Training Video: Report Filters in Salesforce

Jackson River and Forcify.me are pleased to announce the newest addition to our Salesforce Reports & Analytics Video training series. Report Filters in Salesforce covers how to use one of the core features of this incredibly powerful CRM product for nonprofits. Read more »

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