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: ...

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 <br /> Standard Terms and Definitions <br /> Review of the Data Models <br /> Contact Types <br /> Navigation and List views <br /> Lists are only for that Object <br /> Trash can <br /> Show households <br /> Personal Setup <br /> Data Entry <br /> Contacts, Accounts, Affiliations <br /> Show ‘former’ affiliation <br /> Merging Accounts and Contacts <br /> Merge Orgs then contacts <br /> Activity Management & Managing Calendar <br /> Creation of tasks <br /> Tasks vs. Events <br /> Native Email <br /> Email Templates <br /> Wrap Up

Transcript

  • 1. Welcome to Salesforce Basics for the Accidental Administrator! The webinar will begin shortly.
  • 2. Introduction Presenter: Corinn Brown, CRM Administrator at Idealist Consulting
  • 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. Intro to the NPSP: Standard Terms & Definitions
  • 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. 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. 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. Contacts Individuals associated with your organization. They can be donors, volunteers, clients, students, etc.
  • 9. Opportunities (Donations) Grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction.
  • 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. Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.
  • 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. Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing. Accounts Contacts Donations
  • 14. Object Relationships New Household Account Model
  • 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. Live Demo
  • 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. Agenda – Part 2 • Campaigns • Mass Email Contacts • Reporting/Dashboards • Support • Q & A
  • 19. Relationships:
  • 20. Data Models, Architecture (One to One vs. Bucket)
  • 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. 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. 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