The document provides a recap of basics for Salesforce tailored for accidental admins, covering topics such as navigation, data entry, campaigns, and reporting. It includes links to various resources like the Nonprofit Starter Pack, video tutorials, and support communities. Additionally, it highlights local Salesforce user groups and provides contact information for further assistance.

1. Salesforce Basics for the
Accidental Admin

2. Recap from yesterday
● Introduction to the Non Profit 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
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. 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_Fq8uh3b2AA8olsj1Qk
Recurring Donation Video - https://www.youtube.com/watch?v=1JpgL_hBrEY

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