Forcify.me for Salesforce Implementations

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Forcify.me is a video training website geared specifically to nonprofits using Saleforce.com and the Nonprofit Starter Pack.

This presentation was used in a talk about how training resources like Forcify can play a key role for organizations implementing Saleforce organization-wide or simply bringing new team members up-to-speed.

Published in: Technology, Business
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Forcify.me for Salesforce Implementations

  1. 1. SalesforceTraining Videosfor Nonprofits
  2. 2. CRM DIY WebsiteAdvocacy Email Fundraising
  3. 3. www.JacksonRiver.comwww.GoSpringboard.com
  4. 4. Image courtesy of Image courtesy ofhttp://www.haagen-dazs.com http://icecreamsundae.com/
  5. 5. Image courtesy ofImage courtesy of Milton Bradleyhttp://www.flickr.com/photos/jamescridland/
  6. 6. DataDiscovery Customization Training Launch Migration
  7. 7. Pre-Discovery Videos• Orientation to Salesforce.com and the Nonprofit Starter Pack• Account and Contact Management• Introduction to Campaigns• Managing Donations• Basic Activity Management
  8. 8. Customization Videos• Data Models• Creating Custom Fields• Custom Objects Creation and Management• Creating Formula Fields• Roll Up Summary Fields
  9. 9. 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.
  10. 10. Launch Videos* Repeat as necessary
  11. 11. Thank you! www.forcify.me Brian Pickett Senior Project Managerbrian.pickett@jacksonriver.com office: 832.632.7343

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