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Salesforce for nonprofits: Discovery and basic Configuration

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Description de l'événement
A half day training to learn the basic configurations in Salesforce for Nonprofits.

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Nota Bene :

This event is only for employees from associations, NGO’s, foundations and nonprofits. who want to learn in one day the basics of Salesforce with the NPSP (Non Profit Success Pack) for the management of donations, volunteers and the relationships with donors.

Registrations will be validated after verification.

Come with your laptop and leave with your Salesforce having the necessary basic configurations for day to day activities.

With Salesforce.org and Nonprofit cloud, you have a unique platform to boost your entire organization.

Apsynergy, Salesforce.org partner will guide you to get started with Salesforce Nonprofit Cloud.

NPSP in an open source application with standard data architecture which includes a management systems for members and donors, to improve the scope and effectiveness of programs. NPSP is a flexible application that allows any Nonprofit organization to become more efficient and to better interact with its donors.

You will leave with the configuration you have set up with our expert and certified trainer as well as more robust understanding of what Salesforce.org can provide.

We look forward to seeing many of you to discover more!

Agenda :

9.00 - 9.15 Presentation

9.15 - 9.30 Creation of Salesforce.org instance for training and keys concepts

9.30 - 10.30 Users, donors, households, NPSP settings vs Salesforce configuration

10.30 - 11.00 Relationships/affiliations

*** Break ***

11.15 - 12.00 Opportunities (Donations, Subsidies, managing income),create a contribution, Payments, Recurring donations

12.00 - 12.30 How to manage donations for accounting

12.30 - 13.00 Custom abjects, Automation (Process Builder), Reports and Dashboards

End of training

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