Salesforce Training: Managing Donations

This training video shows how-to manage donations in Salesforce and the Nonprofit Starter Pack.  After watching this video, you should be able to do the following:

  • Create and edit donation records
  • Record matching gifts
  • Track soft-credits
  • Manage recurring or “monthly” donations
  • Differentiate restricted and unrestricted gifts.
  • Create and manage pledges
  • Track potential gifts
  • Run basic donation reports.
  • Customize Salesforce around your specific needs
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