This video training shows how to create custom fields in Salesforce and the Nonprofit Starter Pack (NPSP). 

26m:33s

In this training video we cover the power of formula fields in Salesforce and provide some practical, hands-on use-cases for formulas in the Nonprofit Starter Pack (NPSP).  

16m:56s

In this training video we cover how to create and manage custom objects (database tables) within Salesforce.com and the NPSP.

17m:51s

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

This training video shows how-to manage donations in Salesforce and the Nonprofit Starter Pack. 

24m:29s
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