forcify.me comparison of one-to-one and individual bucket data models of NPSP

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

4m:46s

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
7m:1s
forcify.me-customize-donations-in-Salesforce

 
In the Salesforce Nonprofit Starter Pack the standard feature for recording and tracking gifts is called Donations. This object is originally the “opportunity” object from the business version of Salesforce. It can be used track a gift throughout the entire lifecycle including:

7m:52s
Salesforce Dashboard Components for Nonprofits

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

11m:13s
Salesforce Dashboard Filters for Nonprofits

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

4m:31s
Salesforce Dashboards for Nonprofits Overview

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

7m:13s