Welcome to 
Salesforce Basics for the 
Accidental Administrator! 
The webinar will begin shortly.
Introduction 
Presenter: Corinn Brown, CRM Administrator at Idealist Consulting
Agenda 
• Introduction to the Non Profit Starter Pack 
• Navigation and List views 
• Data Entry 
• Merging Accounts and C...
Intro to the NPSP: 
Standard Terms & Definitions
CRM: A definition 
• Customer Relationship Management 
– Is a disciplined business strategy to create and 
sustain long-te...
Definitions 
1 Search Bar 
Located in the top center of your salesforce.com Organization to find information 
such as Dono...
Accounts 
(Organizations) 
An organization, company, or partner that you want to track — for example, a partner 
organizat...
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 acti...
Campaigns 
Campaigns are a series of tactics and/or programs designed to achieve a certain organizational 
objective. For ...
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 a...
Related lists 
Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that 
you a...
Object Relationships 
New Household Account Model
Two Types of Contacts 
Organizational Contacts: Contacts that you deal with or are associated with 
only through that Orga...
Live Demo
Agenda 
• Introduction to the Non Profit Starter Pack 
• Navigation and List views 
• Data Entry 
• Merging Accounts and C...
Agenda – Part 2 
• Campaigns 
• Mass Email Contacts 
• Reporting/Dashboards 
• Support 
• Q & A
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 
Na...
Data Models: One-to-One 
In the One-to-One Account Model, individuals are assigned a ‘mirror’ account. When 
you select th...
Data Models: Bucket 
In the Bucket Account Model, individual contacts are automatically assigned to a 
'bucket' account wh...
Salesforce Basics for the Accidental Admin Webinar, Day 1
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Salesforce Basics for the Accidental Admin Webinar, Day 1

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Agenda:
Introduction to the Non Profit Starter Pack
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up

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  • Introduction to the Non Profit Starter Pack
    Standard Terms and Definitions
    Review of the Data Models
    Contact Types
    Navigation and List views
    Lists are only for that Object
    Trash can
    Show households
    Personal Setup
    Data Entry
    Contacts, Accounts, Affiliations
    Show ‘former’ affiliation
    Merging Accounts and Contacts
    Merge Orgs then contacts
    Activity Management & Managing Calendar
    Creation of tasks
    Tasks vs. Events
    Native Email
    Email Templates
    Wrap Up
  • Salesforce Basics for the Accidental Admin Webinar, Day 1

    1. 1. Welcome to Salesforce Basics for the Accidental Administrator! The webinar will begin shortly.
    2. 2. Introduction Presenter: Corinn Brown, CRM Administrator at Idealist Consulting
    3. 3. Agenda • Introduction to the Non Profit Starter Pack • Navigation and List views • Data Entry • Merging Accounts and Contacts • Activity Management & Managing Calendar • Wrap Up
    4. 4. Intro to the NPSP: Standard Terms & Definitions
    5. 5. 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
    6. 6. 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..
    7. 7. 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.
    8. 8. Contacts Individuals associated with your organization. They can be donors, volunteers, clients, students, etc.
    9. 9. Opportunities (Donations) Grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction.
    10. 10. Campaigns Campaigns 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.
    11. 11. Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.
    12. 12. Dashboards A visual representation of your report data. It gives you a real-time snapshot of your outcome measurements and key evaluation indicators.
    13. 13. Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing. Accounts Contacts Donations
    14. 14. Object Relationships New Household Account Model
    15. 15. Two Types of Contacts Organizational Contacts: Contacts that you deal with or are associated with only through that Organization. These contacts work for that Organization. Example: You are working with Idealist Consulting, Janna Cenko would be a Contact within that Organization. Native Salesforce.com Business to Business setup verses a Business to Consumer model. Personal Basis: Volunteers, Donors, Board Members.
    16. 16. Live Demo
    17. 17. 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….
    18. 18. Agenda – Part 2 • Campaigns • Mass Email Contacts • Reporting/Dashboards • Support • Q & A
    19. 19. Relationships:
    20. 20. Data Models, Architecture (One to One vs. Bucket)
    21. 21. 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. Individual Joe 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
    22. 22. 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
    23. 23. 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
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