Salesforce Video Training on Dashboard Chart Types.

 
This third video in the training series, Reporting Dashboards in Salesforce, is a quick overview on when to use what chart type. 
 
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1m:50s

This video provides training on using accounts and contacts in Salesforce and the Nonprofit Starter Pack (NPSP). 

10m:44s

In this training video we discuss advanced customizations when working with custom objects in Salesforce and the NPSP.

11m:29s
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
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

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

16m:27s