new salesforce nonprofit training videos

Soft Credits in Salesforce and the Nonprofit Starter Pack Soft Credits in Salesforce and the Nonprofit Starter Pack covers how to recognize supporters for helping generate important contributions from a third-party. 7m:28s	Donation Types in Salesforce The nonprofit starter pack comes with four pre-defined types of donations. You might have noticed these types in your own Salesforce when creating a new donation. The default types of donations are: Donation Grant Major Gift Matching Gift The NPSP uses the Salesforce feature called, Record Types to track types of donations. In this video we cover how-to create new record types and customize the layout, fields, record security and other options around a new type of donation. 10m:56s	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
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 Dashboard Chart Types for Nonprofits 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	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
Tabular Reports in Dashboards This fifth video in the training series, Reporting Dashboards in Salesforce, covers how to use Tabular reports as Dashboard components. 3m:31s	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