Salesforce Basics for the Accidental Administrator

Presented by

Recap from yesterday

• Introduction to the Non Profit Starter Pack

• Navigation and List views

• Data Entry

• Merging Accounts and Contacts

• Activity Management & Managing Calendar

Agenda – Part 2

• Campaigns• Mass Email Contacts/Leads – Native to

Salesforce• Reporting and Dashboards• Support• Q & A

Live Demo

Where to Find Support

o AppExchangeo Help and Training o The Power of Us Hubo NP User Group

Email Service Providers Comparison Report: http://bit.ly/108cbyW

https://appexchange.salesforce.com

AppExchange

https://help.salesforce.com/

Salesforce Success Community

https://powerofus.force.com/pubhomeCheck out NPSP Group and this workbook:https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-Documentation

install to see in app drop-down here:https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-App-Installation-Instructions

Power of Us Hub

https://success.salesforce.com/userGroups

Local Salesforce User Groups

REFERENCES“Who Sees What” Videos - https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C

“Reporting How To” Videos - https://www.youtube.com/playlist?list=PL0D95738791A97DF1

Email Provider Comparison Report - http://www.idealistconsulting.com/whitepaper-email-service-providers-comparison-report

Sandboxes for Test Environment - https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US

Data Import Videos – https://www.youtube.com/watch?v=QZMhSe8MSxI&list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj1Qk

Recurring Donation Video - https://www.youtube.com/watch?v=1JpgL_hBrEY

Wrap up

Where you can find us:1.800.875.8675

info@idealistconsulting.com@idealistcons