Day two of the Salesforce Basics for the Accidental Admin webinar - hosted by Idealist Consulting 1/21/2016

1. Salesforce Basics for the
Accidental Admin

2. Recap from yesterday
● Introduction to the Nonprofit Starter Pack
● Navigation and List views
● Data Entry
● Merging Accounts and Contacts
● Activity Management & Managing Calendar

3. Agenda - Part 2
Campaigns
Mass Email Contacts/Leads - Native to Salesforce
Reporting and Dashboards
Support
Q&A

4. Live Demo

5. Where to find support
AppExchange
Help and Training
The Power of Us Hub
NP User Group
Trailhead modules
Email service providers comparison report: http://bit.ly/108cbyW

6. AppExchange
https://appexchange.salesforce.com

7. Salesforce Success Community
https://help.salesforce.com/

8. Power of Us Hub
https://powerofus.force.com/pubhome
Check out NPSP Group and this workbook:
https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3-
Documentation
Install to see in app drop-down here:
https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-
App-Installation-Instructions

9. Local Salesforce User Groups
https://success.salesforce.com/userGroups

10. Trailhead:
“The fun way to learn Salesforce.”
https://developer.salesforce.com/trailhead

11. References
“Who Sees What” Videos -
https://www.youtube.com/watch?v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C
“Reporting How To” Videos - https://www.youtube.com/playlist?list=PL0D95738791A97DF1
Email Provider Comparison Report - http://www.idealistconsulting.com/whitepaper-email-
service-providers-comparison-report
Sandboxes for Test Environment -
https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US
Data Import Videos –
https://www.youtube.com/watch?v=QZMhSe8MSxI&list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj
1Qk
Recurring Donation Video - https://www.youtube.com/watch?v=1JpgL_hBrEY

12. Wrap Up
Where you can find us:
1.800.889.8675
info@idealistconsulting.com
@idealistcons