Forcify.me for Salesforce Implementations

SalesforceTraining Videosfor Nonprofits

CRM DIY WebsiteAdvocacy Email Fundraising

www.JacksonRiver.comwww.GoSpringboard.com

Image courtesy of Image courtesy ofhttp://www.haagen-dazs.com http://icecreamsundae.com/

Image courtesy ofImage courtesy of Milton Bradleyhttp://www.flickr.com/photos/jamescridland/

DataDiscovery Customization Training Launch Migration

Pre-Discovery Videos• Orientation to Salesforce.com and the Nonprofit Starter Pack• Account and Contact Management• Introduction to Campaigns• Managing Donations• Basic Activity Management

Customization Videos• Data Models• Creating Custom Fields• Custom Objects Creation and Management• Creating Formula Fields• Roll Up Summary Fields

Training Phase Videos*(Prerequisite: Discovery videos)• Basic Reporting for Nonprofits• Campaign Management• Summary and Matrix Reports• Dashboards (coming soon)* To be followed by personalized training on customized Salesforce.

Launch Videos* Repeat as necessary

Thank you! www.forcify.me Brian Pickett Senior Project Managerbrian.pickett@jacksonriver.com office: 832.632.7343

Forcify.me for Salesforce Implementations

by Brian PickettA on Jun 14, 2012

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