The document is a recap of a Salesforce training session focused on basics for nonprofit administrators, including navigation, data management, and reporting. It provides links to various resources such as user groups, videos, and documentation for further learning and support. Key topics covered include the Nonprofit Starter Pack, email services comparison, and management of contacts and campaigns.

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