Salesforce Basics for the Accidental Administrator

Presented by

Who We Are

Nonprofit Starter PackAn app that sits on top of Salesforce Enterprise Edition. The Nonprofit Starter Pack pre-configures Salesforce for nonprofits, and is designed to make the daily life of nonprofits a little easier. Free through Power of 10 program.

NGO ConnectA new product built on Salesforce's force.com platform, designed to help nonprofit organizations engage constituents by enabling a 360-degree view of their organization. Generally for larger-scale orgs.

Corinn Brown, CRM Administrator at Idealist Consulting

Your Trainer

NPSP 3.0 If you have gotten a Salesforce account in the last 9 months, you are on

NPSP 3.0.

Automatic updates and bug fixes

Older versions of NPSP no longer supported

Update to NPSP 3.0 is straight forward - always test in sandbox first

Updating to the new household=account model should not be taken lightly. Thorough sandbox testing with your data required.

Agenda

• Introduction to the Non Profit Starter Pack

• Navigation and List views

• Data Entry

• Merging Accounts and Contacts

• Activity Management & Managing Calendar

• Wrap Up

CRM: A definition

• Customer Relationship Management– Is a disciplined business strategy to create and

sustain long-term, profitable customer relationships

– Salesforce.com is a CRM System

Intro to the NPSP:

Object RelationshipsNew Household Account Model

Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing.

Accounts

Contacts

Donations

Live Demo

Agenda

• Introduction to the Non Profit Starter Pack

• Navigation and List views

• Data Entry

• Merging Accounts and Contacts

• Activity Management & Managing Calendar

• Email Templates

• COMING UP….

Agenda – Part 2

• Campaigns

• Mass Email Contacts

• Reporting/Dashboards

• Support

• Q & A

Standard Terms & Definitions

Definitions

1 Search Bar Located in the top center of your salesforce.com Organization to find information such as Donors, Donations, Campaigns, Reports, etc.

2 Tabs (or Objects)

The core navigation within salesforce.com are the ‘tabs’ at the top of the page. Tabs contain Contacts, Accounts, Opportunities, etc..

3 Tasks A way to track activities in salesforce.com. Calls, emails, meetings, etc..

Accounts (Organizations)

An organization, company, or partner that you want to track — for example, a partner organization, a Foundation, another nonprofit, a school, or a company where your contact is employed.

Contacts Individuals associated with your organization. They can be donors, volunteers, clients, students, etc.

Opportunities (Donations)

Grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction.

CampaignsCampaigns are a series of tactics and/or programs designed to achieve a certain organizational objective. For nonprofits, this objective might be fundraising, calls to action, client outreach, education, volunteer management or raising awareness. And it might include tactics like mass email, events, direct mail, and advertising.

Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.

Dashboards A visual representation of your report data. It gives you a real-time snapshot of your outcome measurements and key evaluation indicators.

Relationships:

Data Models, Architecture (One to One vs. Bucket)

Data Models: One-to-One Model

A ‘mirror’ account is automatically created for each contact.

Selecting the Account Name automatically takes you back to the contact.

Joe McGrubb

Joe McGrubb

Bucket Account Model

All individuals are grouped into one account named ‘Individual.

Selecting the Account Name takes you to that ‘Individual’ Account.

IndividualJoe McGrubb

Household Account Model

A Household Account is automatically created for each contact. Multiple Contacts can be added to this account.

Households are no longer a separate object

McGrubb Household

Joe McGrubb

Data Models: One-to-One

In the One-to-One Account Model, individuals are assigned a ‘mirror’ account. When you select the Account Name you are redirected to contact page.

Pros:• Better reporting functionality• Outside app (mostly) work smoother• More in-depth information about your contacts

Cons:• When merging individuals you have to use NPSP interface• Slightly more confusing

Data Models: Bucket

In the Bucket Account Model, individual contacts are automatically assigned to a 'bucket' account which holds all contacts without an organization.

Pros:• Less confusing

Cons:• Less scalable• Reporting more difficult• Less detailed information about your contacts