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
organize-secure-salesforce-reports-nonprofit

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
9m:6s
forcify.me households in NPSP

In this video we provide a comparison of the two ways nonprofits can track households in Salesforce.  The specific data models covered include:

  • Accounts as Households
  • The Household object of the NPSP

This is another video in our training series on Data Models in the Nonprofit Starter Pack

10m:10s
forcify.me introduction to data models in NPSP

This is the first video in our training series on Data Models in the Nonprofit Starter Pack.  In this video we cover the essential background information:

7m:33s

In this video we provide an overview of the default data model in the NPSP, that being the One-to-One Model.  This is the second video in our training series on Data Models in the Nonprofit Starter Pack.
 
NEXT VIDEO » INDIVIDUAL OR "BUCKET" DATA MODEL

5m:23s
forcify.me individual bucket data model of NPSP

In this video we provide a brief overview of the Individual, or "Bucket," model of the NPSP.  This is the third video in our training series on Data Models in the Nonprofit Starter Pack
 
NEXT VIDEO » ONE-TO-ONE VS. INDIVIDUAL DATA MODEL COMPARISON

3m:2s
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

In this video we cover how to set the data model in a Salesforce application.  This is the fifth video in our training series on Data Models in the Nonprofit Starter Pack

2m:5s