Key Takeaway:We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.
Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
Little old me. Brings out both my experience and joke about Pr-oh-ject and Pro-oh-cess.
Key Speaking points: - Salesforce.org has grant of 10 EE licenses for 501c(3) organizations in the US, or similar throughout the world. - Usually a very happy time … cause $15,000 woth of free licenses is a good reason to get happy
Key Speaking points: - There’s a famous canadian band called Arrogant Worms who sang “Canada’s really big” - And I am saying that Salesforce is like Canada in that aspect. - Frustration isn’t caused by the fact that “it’s hard”, it’s caused by “where do I start”
Key Speaking points: Free puppies are never free, but they are damned cute. You have to buy food, newspaper, vet costs, new couch when they destroy it…
Key Speaking points: The five points I am about to give are a mixture of things you can do personally, although two of them get help from the ‘community’ Other people can be your superheroes in arms as well. Make sure you use them.
Key Speaking points: Overview of five areas to talk on
Key Speaking points: Trailhead is free and available at trailhead.salesforce.com Allows you to get a breadth of experience. Dip your toes into the ocean of features. Not meant to be an extremely deep dive, but a starting point.
Key Speaking points: Multiple trails you can complete (broken into Admin, Dev and User along with beginner, intermediate and advanced) The two trails I recommend to complete for new admins
Key Speaking points: gamification. Always fun to collect badges There are time-sensitive badges you can collect as well, such as Catter, Back to the Future Day and Get Ready for DF 15.
Key Speaking points: Power of Us Hub is a community explicitly for nonprofits Check out the Chatter Groups to find those that truly will help and appeal to you and your organization. Can ask questions specific to NPSP, NGOC, etc.
Key Speaking points: Salesforce community, with close to 2 Million users. Great resource for Salesforce questions, documentation, as well as Help and Training and the IdeaExchange. All User Group chatter groups live here.
Key Speaking points: Add map for location you are speaking on. If there is no nonprofit specific group in your area, join the Salesforce group Great way to network, meet ‘birds of a feather’, ask questions to people in person. NP Groups in this picture… Michigan, Ohio, Philadelphia, New York, Washington DC and Toronto.
Key Speaking Points: YouTube feels old school these days, but it has a plethora of videos to watch. Salesforce.org does have a channel Youtube.com/salesforcefoundation Collection of how to’s, updates and marketing videos from last 6 years.
Key Speaking Points: Sometimes yourself and the community isn’t enough. That’s where paying for external assistance comes into play. Salesforce University – classes online and in person to help you go deep on a product or feature set. Is a class for NPSP. $1,700 for a 2 day session. Will be in NYC mid January (20 and 21).
Key Speaking Notes: Partners are listed on salesforce.org website. Can get ideas on size, number of projects, number of certified individuals, and reviews on the AppExchange.
Getting Started with Salesforce for Non-Profits by Nik Panter
Getting Started with Salesforce
Five Steps to Get You from Newbie to Awesome!
Vice President of Services, Cloud for Good
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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
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mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
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- Canadian (Sorry about that)
- 20 Years IT Consulting
- 15 Years CRM Experience
- 10 Years Salesforce Consulting
- VP of Services, Cloud for Good
- Salesforce MVP 2011-2015
- Lover of the letter ‘O’
About Cloud for Good
Providing Salesforce Solutions for Over Six Years
Over 700 Nonprofit Salesforce CRM Implementations
The Power of Us Hub
Much like the Success Community, but exclusively for nonprofits
Links to specific groups across lines of business, technical function and applications.
List of all nonprofit user groups!
success.salesforce.com – available to ALL Salesforce users
Answers to some heavy Salesforce questions, Help and Training and Ideas live here
Great Salesforce.com documentation