Salesforce-basic-activity-management-training-still

A how-to training video on using Salesforce to track interactions between nonprofits and supporters. After watching this video you should be able to:

  • Use the calendar
  • Schedule calls, meetings and tasks
  • Link activities to Contacts, Accounts and Donations
  • Schedule calls to other staff members in your organization
  • Schedule recurring activities
  • Complete activities
17m:51s

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

26m:33s

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

24m:29s

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
7m:51s

This training video shows how the Campaign feature in Salesforce can help your nonprofit have more successful fundraising and outreach efforts.

16m:27s

In this training video we cover how to create and manage custom objects (database tables) within Salesforce.com and the NPSP.

17m:51s