The document provides an overview of a training on using the Nonprofit Starter Pack application on the Salesforce platform. It introduces the trainer and agenda which includes an introduction to the Nonprofit Starter Pack, navigation, data entry, merging accounts and contacts, activity management, and a question and answer session. It also notes that the training is occurring during Salesforce's upgrade month and encourages attendees to upgrade to the latest version of the Nonprofit Starter Pack, NPSP 3.0, which offers automatic updates and bug fixes while older versions are no longer supported.

1. Salesforce Basics for the
Accidental Admin

2. Who We Are

3. Nonprofit Starter Pack
An app that sits on top of Salesforce Enterprise Edition. The Nonprofit
Starter Pack pre-configures Salesforce for nonprofits, and is designed to
make the daily life of nonprofits a little easier. Free through Power of 10
program.
NGO Connect
A product built on Salesforce's force.com platform, designed to help
nonprofit organizations engage constituents by enabling a 360-degree
view of their organization. Generally for larger-scale orgs.
What We’re Working With

4. Your Trainer
Corinn Brown, CRM Administrator at Idealist Consulting

5. Agenda
Introduction to the Nonprofit Starter Pack
Special note: Upgrade Month - please reach out if you’re interested
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up

6. NPSP 3.0
If you have gotten a Salesforce account in the last 12 months, you are on
NPSP 3.0 - If you’re not on this version, please refer to Salesforce’s Upgrade
Month landing page and webinar
Automatic updates and bug fixes
Older versions of NPSP no longer supported
Update to NPSP 3.0 is straightforward - always test in sandbox first
Updating to the new household=account model should not be taken lightly.
Thorough sandbox testing with your data required.

7. Intro to the NPSP: CRM
Customer Relationship Management
◦ Is a disciplined business strategy to create and sustain long-term,
profitable customer relationships
◦ Salesforce.com is a CRM System

8. Object Relationships:
New Household Account Model

9. Related Lists
Other objects (Contacts, Accounts, Opportunities, etc.) that are related to the
current record that you are viewing.

10. Live Demo

11. Agenda
Introduction to the Nonprofit Starter Pack
Special note: Upgrade Month - please reach out if you’re interested
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Email Templates
COMING UP….

12. Agenda - Part 2
Campaigns
Mass Email Contacts
Reporting/Dashboards
Support
Q & A