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
Salesforce Video Training on Dashboard Chart Types.

 
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

1m:50s
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 - Using Tabular Reports

This fifth video in the training series, Reporting Dashboards in Salesforce, covers how to use Tabular reports as Dashboard components.  

3m:31s
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
forcify.me account-contact and affiliations in NPSP

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

4m:41s