SlideShare a Scribd company logo
Salesforce Basics for the
Accidental Admin
Recap from yesterday
● Introduction to the Nonprofit Starter Pack
● Navigation and List views
● Data Entry
● Merging Accounts and Contacts
● Activity Management & Managing Calendar
Agenda - Part 2
Campaigns
Mass Email Contacts/Leads - Native to Salesforce
Reporting and Dashboards
Support
Q&A
Live Demo
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
AppExchange
https://appexchange.salesforce.com
Salesforce Success Community
https://help.salesforce.com/
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
Local Salesforce User Groups
https://success.salesforce.com/userGroups
Trailhead:
“The fun way to learn Salesforce.”
https://developer.salesforce.com/trailhead
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
Wrap Up
Where you can find us:
1.800.889.8675
info@idealistconsulting.com
@idealistcons

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Part 2 - Salesforce Basics for the Accidental Admin - 1/2016

  • 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
  • 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
  • 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