Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14
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Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14

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Campaigns

Campaigns
Email Templates
Mass Email Contacts
Reporting
Data Import
Support
Q & A

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Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14 Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14 Presentation Transcript

  • Welcome to Salesforce Basics for the Accidental Administrator! The webinar will begin shortly.
  • What is your biggest challenge using Salesforce at your organization? “Meeting multiple departments’ complex needs.” “Adding contacts. Also running reports with special fields.” “Data-entry takes a while, getting the right reports, and training for users (so we all use it the same way).” “Not knowing all that I'm capable of doing.”
  • Agenda – Part 2 • Campaigns • Email Templates • Mass Email Contacts • Reporting • Data Import • Support •Q&A
  • Live Demo
  • Where to Find Support o o o o o o AppExchange Help and Training The Hub NP User Group The Connected Cause Idealist Consulting Screensteps #accidentaladmin
  • https://appexchange.salesforce.com
  • https://help.salesforce.com/
  • https://powerofus.force.com/pubhome or install to see in app drop-down here: https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-App-Installation-Instructions
  • https://success.salesforce.com/userGroups
  • The Connected Cause was founded by Heller Consulting, Idealist Consulting, and Firefly Partners, three of the leading professional services firms dedicated to nonprofit organizations This is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. Our goal is to provide a comprehensive source of collaborative thought leadership for the nonprofit industry. @TheConnectCause TheConnectedCause TheConnectedCause.com
  • Wrap up #accidentaladmin