Click to watch How-to Use Salesforce Bucket Fields

In this training video, we cover how Bucket fields can be used in Salesforce reports to group data.

3m:40s
Summary and Matrix Nonprofit Report Training

In this Salesforce training video, we cover building summary and matrix reports, bucket fields,  and highlight a couple important use cases for nonprofit organizations.

16m:9s
report-filters-salesforce-for-nonprofits-video

A training video on using filters to build Salesforce reports that meet the needs of nonprofits using the Nonprofit Starter Pack (NPSP). In this video we cover:

  • Adding Basic Filters
  • Using Multiple Filters
  • Field-types and Filters
  • Report logic 
  • Additional features

* Cross Filters will be covered in a future training video

9m:49s
basic-reporting-in-salesforce-for-nonprofits-video

Basic Reporting for Nonprofits is more than an introduction to Salesforce reports. After watching this video viewers should be able to create and customize reports as well as print, export, schedule reports and add the results to campaigns. 

17m:38s
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