Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Introducing NPSP 3.0
Join Kevin Bromer, Director of Product Development, on the new features and functionality of the new Nonprofit Starter Pack 3.0 including: support for multiple and seasonal addresses; a new Household Account model that makes it easier for you to manage households; easier control of settings and configuration through a new centralized NPSP Settings tab; and lots more.
Maximize business productivity with Microsoft Dynamics CRM and Office 365 Oren Ryngler
The document summarizes how the sales landscape has changed and how Microsoft products can help sales teams adapt and be more productive. Key points include:
- The sales process is more digital as customers research online before engaging with suppliers.
- Mobile access to CRM apps allows reps to be more productive when away from their desks.
- Microsoft products like Outlook, OneNote, and Dynamics CRM integrate together to help reps qualify leads, develop opportunities, generate proposals, track communications and collaborate with their teams.
- Features like Office Groups, document collaboration and information discovery help reps work together and access relevant information.
Microsoft Dynamics 365 App for OutlookOren Ryngler
The document discusses features of Microsoft Dynamics 365 and its integration with Outlook. It describes how Dynamics 365 allows tracking communications in Outlook, provides a CRM interface directly in Outlook, and enables syncing data between Outlook and Dynamics 365 for a unified customer view across platforms. Key capabilities highlighted include tracking emails, contacts and appointments; accessing CRM data directly from Outlook; and supporting both online and on-premise deployment scenarios.
Microsoft Dynamics Relationship insights Oren Ryngler
The document discusses a Relationship Assistant for Dynamics 365 that provides insights into relationships through email engagement, relationship analytics, and automated data capture. It analyzes email interactions, captures Exchange activities in Dynamics 365, and recommends contacts and stakeholders. It also provides relationship health insights through opportunities at risk, next best actions, and pipeline health trend. A demo shows cards with suggested follow-ups, opportunities at risk, and engagement based on email text extraction, activities, and relationship analytics with web enrichment.
If you’re already using Eloqua, then you know that Marketing Automation is an indispensable tool for executing on your modern marketing strategy. But the majority of modern marketers still feel that they’re not using the technology to its full potential.
In this presentation, Eloqua expert Zee Jeremic reveals various hacks for getting better results out of your Eloqua software.
The document profiles David Giller, the founder and CEO of Brainiate. It lists his qualifications and experience which include being a Certified Salesforce Sales Cloud Consultant, co-leader of the NY Salesforce User Group, author of a book on Salesforce, formerly known as the Salesforce Guru at GE Capital, Six Sigma certified, an attorney who managed his law practice on Salesforce, and previously an IT manager at NBCUniversal. It also lists the services provided by Brainiate which include Salesforce implementations, customizations, training, and app development with industry expertise in various sectors.
If you’re already using Oracle Eloqua, then you know that marketing automation is an indispensable tool for executing your B2B marketing strategy. But the majority of B2B marketers still feel that they’re not using the technology to its full potential.
In this session, Taha Sheikh, Group Product Manager at Oracle Eloqua, reveals various hacks for getting better results from your marketing efforts powered by Oracle Eloqua.
Day 1:Salesforce Basics for the Accidental Admin (NPSP May'15)Idealist Consulting
For info on next training visit www.idealistconsulting.com
Agenda:
Intro
Navigation and List Views
Data Entry
Merging Accounts and Contacts
Activity Management and Managing Calendar
Email Templates
Introducing NPSP 3.0
Join Kevin Bromer, Director of Product Development, on the new features and functionality of the new Nonprofit Starter Pack 3.0 including: support for multiple and seasonal addresses; a new Household Account model that makes it easier for you to manage households; easier control of settings and configuration through a new centralized NPSP Settings tab; and lots more.
Maximize business productivity with Microsoft Dynamics CRM and Office 365 Oren Ryngler
The document summarizes how the sales landscape has changed and how Microsoft products can help sales teams adapt and be more productive. Key points include:
- The sales process is more digital as customers research online before engaging with suppliers.
- Mobile access to CRM apps allows reps to be more productive when away from their desks.
- Microsoft products like Outlook, OneNote, and Dynamics CRM integrate together to help reps qualify leads, develop opportunities, generate proposals, track communications and collaborate with their teams.
- Features like Office Groups, document collaboration and information discovery help reps work together and access relevant information.
Microsoft Dynamics 365 App for OutlookOren Ryngler
The document discusses features of Microsoft Dynamics 365 and its integration with Outlook. It describes how Dynamics 365 allows tracking communications in Outlook, provides a CRM interface directly in Outlook, and enables syncing data between Outlook and Dynamics 365 for a unified customer view across platforms. Key capabilities highlighted include tracking emails, contacts and appointments; accessing CRM data directly from Outlook; and supporting both online and on-premise deployment scenarios.
Microsoft Dynamics Relationship insights Oren Ryngler
The document discusses a Relationship Assistant for Dynamics 365 that provides insights into relationships through email engagement, relationship analytics, and automated data capture. It analyzes email interactions, captures Exchange activities in Dynamics 365, and recommends contacts and stakeholders. It also provides relationship health insights through opportunities at risk, next best actions, and pipeline health trend. A demo shows cards with suggested follow-ups, opportunities at risk, and engagement based on email text extraction, activities, and relationship analytics with web enrichment.
If you’re already using Eloqua, then you know that Marketing Automation is an indispensable tool for executing on your modern marketing strategy. But the majority of modern marketers still feel that they’re not using the technology to its full potential.
In this presentation, Eloqua expert Zee Jeremic reveals various hacks for getting better results out of your Eloqua software.
The document profiles David Giller, the founder and CEO of Brainiate. It lists his qualifications and experience which include being a Certified Salesforce Sales Cloud Consultant, co-leader of the NY Salesforce User Group, author of a book on Salesforce, formerly known as the Salesforce Guru at GE Capital, Six Sigma certified, an attorney who managed his law practice on Salesforce, and previously an IT manager at NBCUniversal. It also lists the services provided by Brainiate which include Salesforce implementations, customizations, training, and app development with industry expertise in various sectors.
If you’re already using Oracle Eloqua, then you know that marketing automation is an indispensable tool for executing your B2B marketing strategy. But the majority of B2B marketers still feel that they’re not using the technology to its full potential.
In this session, Taha Sheikh, Group Product Manager at Oracle Eloqua, reveals various hacks for getting better results from your marketing efforts powered by Oracle Eloqua.
This document introduces a sponsorship management software solution that streamlines the sponsorship process. It allows users to manage proposals and correspondence, evaluate proposals according to customized criteria and key performance indicators, store all relevant information and data in one centralized place, generate customized reports, and connect with a global network of peers for best practices. The software claims to improve the value of sponsorship portfolios within the first year through an ongoing process of industry peer review and a customer support team with relevant sponsorship experience.
ON24 How To Drive Webinar Registration - infographicON24
Email invitations sent on Tuesdays and Wednesdays are most effective for driving webinar registration. Send at least two, but preferably four email invitations to your database two weeks before the scheduled webinar. Scheduling webinars at 11am PST helps maximize attendance by avoiding lunch and commute times. Proper planning and promotion of webinars through repeated email invitations can help organizations exceed benchmark results for registrant to attendee conversion.
City Year Transforms their Fundraising with SalesforceSalesforce.org
Fundraising is the lifeblood of most nonprofits. Break down the silos and empower your entire organization to make a case for giving with a complete picture of your donors, volunteers, members and other constituents in one place. With social, mobile and collaboration at its core, Salesforce is helping nonprofits like City Year cultivate and grow life-long supporter relationships.
Join us to learn how City Year uses Salesforce to get a holistic view of their donors and to paint a complete picture of the impact of their work.
Who Should Attend:
Fundraising, volunteer, member, operations, program and case management professionals
Anyone interested in connecting with their community and accelerating their mission
Presenters:
Welles Hatch, CIO, City Year
Jessica Hood, Solutions Engineer, Salesforce.com Foundation
Lori Freeman, Product Marketing Director, Salesforce.com Foundation - Moderator
This document discusses social customer service and provides an overview of a presentation on the topic. It begins by noting how social media has changed customer service expectations, with customers now expecting rapid responses. It then discusses how social customer service can help companies engage with more customers more effectively and efficiently while driving loyalty. The presentation provides examples of how KLM implemented social customer service using Salesforce solutions like Service Cloud and Social Studio. It discusses the benefits KLM achieved, such as reducing response times and improving global collaboration. Finally, it addresses common questions around social customer service strategy, operations, reporting, and opportunities for partners to provide additional services to support implementation.
If you’re already using HubSpot, then you know that Marketing Automation is an indispensable tool for executing on your inbound marketing strategy. But the majority of inbound marketers still feel that they’re not using the technology to its full potential.
Uberflip's resident HubSpot expert, Francois Mathieu, reveals various hacks for getting better results out of your HubSpot software.
This document discusses how non-profit organizations can use Salesforce.com to lower costs, improve innovation, and increase productivity to better achieve their goals. Key benefits mentioned include eliminating hardware and software costs, shortening development time, improving automation and workflows, and enabling organizations to focus more on their mission and less on administration. Case studies show that non-profits using Salesforce.com report high satisfaction, increased efficiency in managing operations, and being able to better advance their causes with the help of the platform. Consulting services are available to help organizations implement and make the most of Salesforce.com.
The New Habits of a Successful Salesforce AdminMike Gerholdt
This year for Dreamforce I wanted to rethink what it means to be a successful Salesforce Admin and what habits Admins should be following. Our approach was a bit different than in previous years, rather than just adding more habits we took a look at the habits I had proposed in previous years and tried to put them into context. In addition, we took at look at the timeliness of each habit- because let’s be honest, we can’t do everything everyday. And we don’t need to tackle that much on a daily basis.
Our approach this year was to make the habits consumable and easy to follow. Believe me, I’ve been in your shoes and being a Salesforce Admin can be a tough job because there really isn’t a user manual to success. To help we broke the habits into daily, weekly, monthly, quarterly, and yearly activities that will help you stay informed, keep your users up to date, and ensure that you completing what you need to get done to keep your org healthy.
Becoming a Data Studio Evangelist in Your BusinessSam Marsden
This document discusses how Data Studio can help an SEO manager be more efficient and productive in their work. It provides examples of different types of dashboards that can be created in Data Studio to help streamline reporting, including site performance, organic trends, content performance, and monthly comparisons. These dashboards save time, guide meetings, and help train junior staff by providing a starting point for data analysis. The document encourages readers to become evangelists for Data Studio in their own organizations and expand its use.
Free (like a puppy) Web Tools for NonprofitsMarc Baizman
The document discusses different types of "free" software options for non-profits, including open source software, freemium software, donations, and pro bono work, and notes that while the software itself may be free, there are often hidden costs associated with implementation, customization, support, upgrades, and ongoing maintenance that organizations should be aware of and plan for. It provides advice on evaluating options, understanding limitations and responsibilities, defining requirements, and developing a technology plan to successfully adopt new software solutions.
This document provides an overview of Microsoft Dynamics CRM for Nonprofits, a customized and affordable CRM solution for nonprofit organizations. It discusses key components of the solution including donor, member, event and case management. It also shares examples from pilot projects and provides information on how organizations can access and learn more about the solution.
Nonprofit contact and donor relationship management (CRM)Steven Backman
This document summarizes a presentation on effective contact and donor management systems. The presentation covered why nonprofits may want to use a contact/donor relationship management (CRM) system, what to look for when evaluating different CRM systems, examples of typical CRM systems like Raiser's Edge, CiviCRM and Salesforce, and things to consider when planning a CRM implementation like integrating with other systems and setting goals. Attendees learned about common mistakes to avoid with CRM systems and the importance of strategy and process alignment before technology selection and rollout.
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
This document provides an overview of a Google Analytics training for nonprofits. It introduces the presenters and moderator, discusses setting goals and using a strategic cycle. It covers basic Google Analytics metrics like visits, unique visitors, pages per visit, and bounce rate. It also offers tips for nonprofits like customizing the dashboard, using annotations, tracking document downloads, and setting up custom alerts. The key takeaways are to use metrics to answer questions, scale processes for success, and make technology work for your organization by ongoing refinement.
Analytics, Data Tracking and KPIs for Mobile App Developers and CompaniesMeaghan Fitzgerald
This document discusses app analytics and using data to understand users. It provides an overview of key metrics to track including downloads, sessions, user engagement, retention, revenue and lifetime value. It also discusses tools for tracking this data from basic free options like Google Analytics to more advanced paid solutions. Finally, it outlines how to communicate tracking needs to developers and ways to use analytics data for marketing, user acquisition and product improvements.
How to take advantage of LinkedIn ads at scale.Black Marketing
The document discusses how to optimize LinkedIn ad campaigns at scale. It recommends using three tracking systems: LinkedIn ads reporting for cost analysis, analytics for online conversions, and a CRM for offline conversions. It also suggests optimizing offers, using exclusion targeting to avoid existing customers and competitors, dayparting ads to target times with lower CPCs, and using tools like AdStage to rapidly build new campaigns at scale. The presenters then take live questions from the audience.
As technology and data access grow, manufacturers are recognizing the opportunity found in Smart Manufacturing. Smart Manufacturing relies on integrating channels within your supply chain and using the data output to make decisions on execution and set priorities. But smart manufacturing practices must extend beyond the supply chain. This is especially true when drivers behind the smart manufacturing trend include a strong customer focus, decisions supported by data, and efficient execution.
But how many manufacturers extend these smart manufacturing practices beyond operations? How many manufacturers evaluate their marketing analytics and place focus on alignment across marketing, sales, product management, and beyond?
The document provides instructions for using the Agenda Builder tool to plan one's schedule for the Dreamforce conference. New this year are Trail Maps, which provide recommended sessions, keynotes, and activities based on one's role and industry. The instructions explain how to log in to Agenda Builder, search for sessions using filters, view session details, enroll in sessions to add them to one's agenda, and resolve any scheduling conflicts. Users are advised to limit booking 3-4 sessions per day to allow for networking and exploring other areas of the conference.
Salesforce Basics for the Accidental Admin Webinar, Day 1Idealist Consulting
Agenda:
Introduction to the Non Profit Starter Pack
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up
Portland Small-Medium Business Salon - Hosted by Idealist Consulting, Pardot, and Cirrus Insight. Learn how marketing automation can take your business to the next level.
This document introduces a sponsorship management software solution that streamlines the sponsorship process. It allows users to manage proposals and correspondence, evaluate proposals according to customized criteria and key performance indicators, store all relevant information and data in one centralized place, generate customized reports, and connect with a global network of peers for best practices. The software claims to improve the value of sponsorship portfolios within the first year through an ongoing process of industry peer review and a customer support team with relevant sponsorship experience.
ON24 How To Drive Webinar Registration - infographicON24
Email invitations sent on Tuesdays and Wednesdays are most effective for driving webinar registration. Send at least two, but preferably four email invitations to your database two weeks before the scheduled webinar. Scheduling webinars at 11am PST helps maximize attendance by avoiding lunch and commute times. Proper planning and promotion of webinars through repeated email invitations can help organizations exceed benchmark results for registrant to attendee conversion.
City Year Transforms their Fundraising with SalesforceSalesforce.org
Fundraising is the lifeblood of most nonprofits. Break down the silos and empower your entire organization to make a case for giving with a complete picture of your donors, volunteers, members and other constituents in one place. With social, mobile and collaboration at its core, Salesforce is helping nonprofits like City Year cultivate and grow life-long supporter relationships.
Join us to learn how City Year uses Salesforce to get a holistic view of their donors and to paint a complete picture of the impact of their work.
Who Should Attend:
Fundraising, volunteer, member, operations, program and case management professionals
Anyone interested in connecting with their community and accelerating their mission
Presenters:
Welles Hatch, CIO, City Year
Jessica Hood, Solutions Engineer, Salesforce.com Foundation
Lori Freeman, Product Marketing Director, Salesforce.com Foundation - Moderator
This document discusses social customer service and provides an overview of a presentation on the topic. It begins by noting how social media has changed customer service expectations, with customers now expecting rapid responses. It then discusses how social customer service can help companies engage with more customers more effectively and efficiently while driving loyalty. The presentation provides examples of how KLM implemented social customer service using Salesforce solutions like Service Cloud and Social Studio. It discusses the benefits KLM achieved, such as reducing response times and improving global collaboration. Finally, it addresses common questions around social customer service strategy, operations, reporting, and opportunities for partners to provide additional services to support implementation.
If you’re already using HubSpot, then you know that Marketing Automation is an indispensable tool for executing on your inbound marketing strategy. But the majority of inbound marketers still feel that they’re not using the technology to its full potential.
Uberflip's resident HubSpot expert, Francois Mathieu, reveals various hacks for getting better results out of your HubSpot software.
This document discusses how non-profit organizations can use Salesforce.com to lower costs, improve innovation, and increase productivity to better achieve their goals. Key benefits mentioned include eliminating hardware and software costs, shortening development time, improving automation and workflows, and enabling organizations to focus more on their mission and less on administration. Case studies show that non-profits using Salesforce.com report high satisfaction, increased efficiency in managing operations, and being able to better advance their causes with the help of the platform. Consulting services are available to help organizations implement and make the most of Salesforce.com.
The New Habits of a Successful Salesforce AdminMike Gerholdt
This year for Dreamforce I wanted to rethink what it means to be a successful Salesforce Admin and what habits Admins should be following. Our approach was a bit different than in previous years, rather than just adding more habits we took a look at the habits I had proposed in previous years and tried to put them into context. In addition, we took at look at the timeliness of each habit- because let’s be honest, we can’t do everything everyday. And we don’t need to tackle that much on a daily basis.
Our approach this year was to make the habits consumable and easy to follow. Believe me, I’ve been in your shoes and being a Salesforce Admin can be a tough job because there really isn’t a user manual to success. To help we broke the habits into daily, weekly, monthly, quarterly, and yearly activities that will help you stay informed, keep your users up to date, and ensure that you completing what you need to get done to keep your org healthy.
Becoming a Data Studio Evangelist in Your BusinessSam Marsden
This document discusses how Data Studio can help an SEO manager be more efficient and productive in their work. It provides examples of different types of dashboards that can be created in Data Studio to help streamline reporting, including site performance, organic trends, content performance, and monthly comparisons. These dashboards save time, guide meetings, and help train junior staff by providing a starting point for data analysis. The document encourages readers to become evangelists for Data Studio in their own organizations and expand its use.
Free (like a puppy) Web Tools for NonprofitsMarc Baizman
The document discusses different types of "free" software options for non-profits, including open source software, freemium software, donations, and pro bono work, and notes that while the software itself may be free, there are often hidden costs associated with implementation, customization, support, upgrades, and ongoing maintenance that organizations should be aware of and plan for. It provides advice on evaluating options, understanding limitations and responsibilities, defining requirements, and developing a technology plan to successfully adopt new software solutions.
This document provides an overview of Microsoft Dynamics CRM for Nonprofits, a customized and affordable CRM solution for nonprofit organizations. It discusses key components of the solution including donor, member, event and case management. It also shares examples from pilot projects and provides information on how organizations can access and learn more about the solution.
Nonprofit contact and donor relationship management (CRM)Steven Backman
This document summarizes a presentation on effective contact and donor management systems. The presentation covered why nonprofits may want to use a contact/donor relationship management (CRM) system, what to look for when evaluating different CRM systems, examples of typical CRM systems like Raiser's Edge, CiviCRM and Salesforce, and things to consider when planning a CRM implementation like integrating with other systems and setting goals. Attendees learned about common mistakes to avoid with CRM systems and the importance of strategy and process alignment before technology selection and rollout.
Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.
This document provides an overview of a Google Analytics training for nonprofits. It introduces the presenters and moderator, discusses setting goals and using a strategic cycle. It covers basic Google Analytics metrics like visits, unique visitors, pages per visit, and bounce rate. It also offers tips for nonprofits like customizing the dashboard, using annotations, tracking document downloads, and setting up custom alerts. The key takeaways are to use metrics to answer questions, scale processes for success, and make technology work for your organization by ongoing refinement.
Analytics, Data Tracking and KPIs for Mobile App Developers and CompaniesMeaghan Fitzgerald
This document discusses app analytics and using data to understand users. It provides an overview of key metrics to track including downloads, sessions, user engagement, retention, revenue and lifetime value. It also discusses tools for tracking this data from basic free options like Google Analytics to more advanced paid solutions. Finally, it outlines how to communicate tracking needs to developers and ways to use analytics data for marketing, user acquisition and product improvements.
How to take advantage of LinkedIn ads at scale.Black Marketing
The document discusses how to optimize LinkedIn ad campaigns at scale. It recommends using three tracking systems: LinkedIn ads reporting for cost analysis, analytics for online conversions, and a CRM for offline conversions. It also suggests optimizing offers, using exclusion targeting to avoid existing customers and competitors, dayparting ads to target times with lower CPCs, and using tools like AdStage to rapidly build new campaigns at scale. The presenters then take live questions from the audience.
As technology and data access grow, manufacturers are recognizing the opportunity found in Smart Manufacturing. Smart Manufacturing relies on integrating channels within your supply chain and using the data output to make decisions on execution and set priorities. But smart manufacturing practices must extend beyond the supply chain. This is especially true when drivers behind the smart manufacturing trend include a strong customer focus, decisions supported by data, and efficient execution.
But how many manufacturers extend these smart manufacturing practices beyond operations? How many manufacturers evaluate their marketing analytics and place focus on alignment across marketing, sales, product management, and beyond?
The document provides instructions for using the Agenda Builder tool to plan one's schedule for the Dreamforce conference. New this year are Trail Maps, which provide recommended sessions, keynotes, and activities based on one's role and industry. The instructions explain how to log in to Agenda Builder, search for sessions using filters, view session details, enroll in sessions to add them to one's agenda, and resolve any scheduling conflicts. Users are advised to limit booking 3-4 sessions per day to allow for networking and exploring other areas of the conference.
Salesforce Basics for the Accidental Admin Webinar, Day 1Idealist Consulting
Agenda:
Introduction to the Non Profit Starter Pack
Navigation and List views
Data Entry
Merging Accounts and Contacts
Activity Management & Managing Calendar
Wrap Up
Portland Small-Medium Business Salon - Hosted by Idealist Consulting, Pardot, and Cirrus Insight. Learn how marketing automation can take your business to the next level.
The document discusses various topics including transportation options, housing availability, job opportunities, and recreational activities in a certain city. It outlines several pros such as good public transit and affordable housing but also notes some cons like a limited job market and high taxes. In summary, the document seems to evaluate whether moving to or living in a particular city could be a good choice.
The document provides guidance on getting started with Salesforce including watching promotional materials, signing up for free trials, and considering implementation options. It discusses whether to partner with an implementation company or do an in-house installation based on budget, skills, and adoption factors. The document also provides tips on campaign setup and integration with email marketing tools like Vertical Response.
Community Engagement: 3 Ways to Harness the Power of your Nonprofit NetworkIdealist Consulting
Engagement is so key to the mission of nonprofits everywhere. Without it, not only would we be at a loss for how to serve but also at a loss for support in accomplishing our goals. So how does an organization go about community engagement? As our digital footprint expands, so too should our definition of community engagement.
Take a look at what community engagement means in the digital age, how community engagement applies to your nonprofit, and different styles of facilitating those connections.
An app is software designed to perform specific tasks within a cloud computing platform like Salesforce. In Salesforce, apps extend its functionality by allowing customization for specific organizational needs. The main types of apps are native, free, paid, and discounted for nonprofits. Apps optimize Salesforce by enabling features it does not have natively, like allowing unlimited mass emails with customization options. The AppExchange is a site where users can find, review, test, and purchase apps to implement within their Salesforce instance. Some top apps for nonprofits include Vertical Response for mass emails, Demand Tools for data management, and Acteva RSVP for event registration.
5 Ways Nonprofits can Get Started with Marketing AutomationIdealist Consulting
Agenda:
What is Marketing Automation?
How can nonprofits use it?
5 ways to get started
Case Study: Jefferson Awards Foundation
Putting it all together/Q&A
The document describes the Salesforce Partner Community, which provides collaboration, education, and news/alerts features for partners. It lists numerous links to specific Partner Community pages and resources for accessing the community, logging in, viewing partner news, webinars, user groups, training options, support, releases, sponsorships, branding guidelines, Dreamforce information, the partner program, surveys, badges, PR guidelines, online training, Salesforce1 information, the AppExchange program, environment hub, and directly jumping to topics.
The document summarizes a meetup about connecting MuleSoft with Salesforce using Lightning Web Components and platform events. The speaker discussed how LWC can be used to build custom HTML elements for the user interface. Platform events allow connecting Salesforce with external systems by defining and publishing event data. The live demo showed how MuleSoft can listen for a customer information platform event, check an external database for discount details, and publish a platform event with the results.
The document summarizes an upcoming Partner Community Office Hours webinar on March 4, 2015. It provides information on announcements, calendar events, alerts, new product information, program changes, functionality updates in the Partner Community, marketing resources, office hours, and opportunities to ask questions during the webinar.
With the help of the Opencart Slack Commerce module, you can easily integrate your Opencart store with the Slack application. The store owner can easily be notified regarding the certain activities done at the store frontend by the customer like New user registration, login user, Order create, Order return, Payment fraud & fail, Search product not found & if Customer applies coupon. The store owner can easily track the activities done by customers at the storefront by just using the slack application instead of doing it from the admin panel on the store.
Power of salesforce LWC with Mulesoft using platform eventspqrs1234
During this event, Speaker walked us through a live demo on the below topics:
- How to create connected apps in Salesforce?
- How to authenticate Mulesoft via OAuth JWT?
- Salesforce LWC
- Salesforce Platform events
- Secure communication between Mulesoft and Salesforce via Connected Apps
This document summarizes Salesforce's new Partner Program for ISV Partners, which aims to provide more transparency, clarity, and standardized benefits. Key aspects include:
1. A new tiering structure (Registered, Silver, Gold, Platinum) that provides increasing benefits based on annual contract value.
2. Simplified and standardized technology access, development support, marketing support, and go-to-market resources across tiers.
3. An implementation timeline over June-October 2015 for partners to comply with the new program.
This webinar covered Wave bulk actions and employee apps licenses. It provided an overview of Wave bulk actions and how they allow insights in Wave to be made actionable in Salesforce. It demonstrated a proof of concept using a custom Visualforce page. The webinar also discussed what employee apps licenses are, how they provide additional functionality to Force.com users, and examples of use cases. It demonstrated how to set up an employee apps user by assigning a permission set license. The webinar concluded with a Q&A section and providing additional resources.
The document provides information about an upcoming Partner Community Office Hours event in February 2015. It includes a safe harbor statement regarding forward-looking statements. It also lists upcoming events, announcements, resources available in the Partner Community, and ways partners can ask questions during the Office Hours.
Publishing Your First Paid App on AppExchange: The Inside ScoopSalesforce Developers
Are you thinking of building an app to sell on AppExchange? Are you just about to publish your paid app? Join us for tips and tricks on how to get the most out of AppExchange before you hit that "publish" button. After this session you will have a better idea of how AppExchange works, how to generate more leads from AppExchange, and how to give your app the best chance for success.
This document announces an Einstein Analytics presentation by Rikke Hovgaard on October 27, 2018 as part of the Farmington Hills Salesforce Developer User Group. The presentation will cover topics such as SAQL, comparing datasets, and time series data in Einstein Analytics. It provides details on the speaker, agenda, and how to access the Zoom meeting for the presentation.
August 2015 Governance Final 20150804.pptxAdilPatel34
This document provides a summary of a webinar on Salesforce governance and feature adoption. It discusses establishing governance processes to develop, enhance, support and administer a Salesforce environment. Key topics covered include developing a program charter, prioritizing requirements, collaboration and communication best practices, and release management. The webinar also demonstrated Trailhead, change sets, and the Force.com migration toolkit.
This document provides an overview of SAP's HR Renewal 1.0 deployment and configuration. It discusses the technical prerequisites, deployment options, recommended configurations, required documentation, and upcoming features. Key points include that HR Renewal 1.0 is based on SAP NetWeaver 731 SP7 and uses a new landing page approach with role-based navigation lanes. It also provides administration tools for configuring catalogs and chips that populate the landing pages.
Since Microsoft announced the long-term deprecation cycle for InfoPath, business users and power users have been waiting for better answers. Do we use an outdated tool or lean back on developers for help on customizing forms? Is PowerApps ready? Wait no longer! PowerApps is officially here as your InfoPath replacement, and even better – Microsoft is releasing PowerApps templates to get us started. First, we’ll talk through the basics, then we’ll cover how to use templates and finally, we’ll build a form from scratch. This session will help you get familiar with PowerApps so that you can go back to work feeling confident that you can provide great solutions, without having to wait on your development team.
Mrinal Tiwari is a Tableau Developer and Tableau Server Administrator with over 7 years of experience. He has extensive experience designing and developing dashboards, reports, and scorecards in Tableau for various clients across different industries. Some of his responsibilities include requirement gathering, configuring database connections, implementing parameters, filters, and calculations, installing and maintaining Tableau Server, and publishing workbooks. He has worked with various databases like MySQL, HP Vertica, and data sources. Mrinal holds an MBA in E-Commerce and a Bachelor's in IT.
Since Microsoft announced the long-term deprecation cycle for InfoPath, business users and power users have been waiting for better answers. Do we use an outdated tool or lean back on developers for help on customizing forms? Is PowerApps ready? Wait no longer! PowerApps is officially here as your InfoPath replacement, and even better - Microsoft is releasing PowerApps templates to get us started. First, we'll talk through the basics, then we'll cover how to use templates and finally, we'll build a form from scratch. This session will help you get familiar with PowerApps so that you can go back to work feeling confident that you can provide great solutions, without having to wait on your development team.
Pletra Technologies provides mobile app development, web development, and business consulting services. The document includes information on Pletra's business structure and locations in the US and India. It also outlines their Salesforce services, including implementation, custom app development, integration, and ongoing support. Their team has expertise in Salesforce platforms like Sales Cloud, Service Cloud, and Community Cloud.
New delhi sfdc_dg_salesforcesaturday_appexchange (1)Amit Chaudhary
Salesforce Saturday is a volunteer program started in Austin, Texas where people meet online or offline every Saturday to discuss and learn about Salesforce. The goal is to help each other learn new skills and prepare for Salesforce certifications. Participants share their expertise about the Salesforce platform.
This document provides information about an upcoming Pune MuleSoft Meetup event on building smooth solutions using MuleSoft. The agenda includes exploring Salesforce Hyperautomation components like Lightning Flows and Mulesoft Composer Flows. The speaker will demonstrate using Mulesoft Composer Flows to automate a use case of notifying relevant sales teams when new leads are created. Housekeeping details are provided about the speaker and instructions for participants to provide feedback and get involved in future events.
Barcelona Administrator Study Group-5oct2019animuscrm
Welcome & Introductions
Today’s Sponsors & Mentors
Administrator Exam Guide & Strategy
Trailhead - how many badges have you earned until now?
Practice, Practice, Practice!
Let’s earn new badges!
Today - “Build a suggestion box app” (Time-boxed 60 minutes)
Automation tools for Admins
Exam Preparation: Quiz & Flashcards
“Org Confessions” (source: Elements Cloud)
Presenting like a Champion!
Present your solution approach
Voting for Today’s Champion #freevoucher
8 Tips for Success
Similar to Salesforce Basics for the Accidental Admin: Part Two (20)
Part 1 - Salesforce Basics for the Accidental Admin 1/2016Idealist Consulting
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.
Portland Small Business Salesforce Salon Presentation deckIdealist Consulting
Follow Fred Armisen of Portlandia through his customer journey from lead to prospect to client, through the lense of Salesforce tools Pardot, Sales Cloud, and Communities. This was presented at a live event for the Portland Small Business community 3/19/15.
Slidedeck from our 8-27-14 webinar featuring Idealist Consulting's Membership Solution kit where you can use Predictive Response and Click & Pledge to increase membership engagement and make memberships a seamless part of your campaign strategy.
Presenters:
Seth Goddard, Predictive Response
Karen Arrivillaga, Click & Pledge
One Small Step for Fundraising: Mobile Giving with mGive Webinar DeckIdealist Consulting
Mobile donations are an underutilized fundraising method. Text donations have exceptionally high open rates of 97% and are read within minutes. However, only 30% of text donors prefer this method despite being highly satisfied. Integrating text donations with social media, especially videos on Facebook, could help nonprofits better utilize texting and reach more donors. Cause marketing partnerships that feature celebrity videos with text calls-to-action have been shown to double text donations when shared on social media.
The document discusses Salesforce Communities, which combine business processes and social networking to allow organizations to create branded online communities for constituents, customers, and partners that are accessed through a single login; it provides examples of how communities can be used and best practices for deploying, managing, and engaging members of a community to ensure success.
One Small Step for Fundraising: Best Practices Soliciting Major Donors with W...Idealist Consulting
This document discusses best practices for soliciting major donors using WealthEngine. It outlines the donor cycle of identification, qualification, discovery, cultivation, solicitation, and stewardship. It provides tips for each stage, such as using data screening and wealth appends to identify prospects, determining if prospects meet minimum gift thresholds during qualification, asking open-ended questions to assess interest during discovery, identifying a prospect's specific interests during cultivation, and making sure to ask for a specific gift amount for a purpose when soliciting. The document promotes WealthEngine's services and data resources to support nonprofits' fundraising strategies at each stage of the donor cycle.
One Small Step for Fundraising: Best Practices in Mass Email with Soapbox MailerIdealist Consulting
This document discusses Soapbox Mailer, an affordable mass email tool that integrates seamlessly with Salesforce. Soapbox Mailer provides real-time metrics and helps nonprofits raise more money through lower-cost email campaigns. The document highlights Soapbox Mailer's benefits and shares a success story from Blue Water Baltimore, who migrated from other tools to Soapbox Mailer to better communicate through email.
This document provides an overview and agenda for a presentation on Vertical Response, an email marketing solution. It can be used as a standalone tool or integrated with Salesforce. For non-profits, the first 10,000 emails sent per month are free. Pricing is outlined for volumes above that threshold. The presentation covers creating an email campaign in Vertical Response, including designing the email, creating recipient lists, and scheduling the send. Analytics data from email sends, such as opens, clicks and social shares, are synced back to relevant records in Salesforce.
The Experts Talk, Idealist Consulting, How To Evaluate Payment ProcessorsIdealist Consulting
The document discusses how to evaluate payment processors for non-profits. It provides examples of integrated and unintegrated payment processor options for different use cases like donations, events, memberships, etc. It highlights key questions to consider around desired functionality, costs, and ease of use when choosing a payment processor. Integrated options allow payments to automatically sync with contact records in Salesforce while unintegrated require manual data entry. The document compares features of top integrated solutions for different needs.
The document outlines the steps to structure and implement a Salesforce CRM system for a nonprofit client. It discusses understanding the client's needs, blueprinting the necessary processes, building a prototype using standard and custom Salesforce objects, preparing and importing existing data, testing usability, training users, and providing post-launch support. The overall goal is to provide a centralized system to manage relationships and engage supporters to help nonprofits better achieve their missions.
The document compares online donation processing options from Click & Pledge, Brickwork, Linvio PaymentConnect, and Chargent. Click & Pledge offers three pricing plans ranging from $5-20 per month plus transaction fees. Brickwork charges $20 per month plus credit card fees. Linvio PaymentConnect has a one-time $625 setup fee and $750 annual fee but does not include processing fees. Chargent is free for nonprofits up to 5 users.
The document discusses factors to consider when selecting online donation tools for nonprofits. It covers getting ready by optimizing your website to encourage donations and driving traffic. Features of donation tools include customizable forms, payment options, and fraud prevention. Key considerations in deciding on a tool include whether donations are part of a larger fundraising strategy, whose merchant account to use, expected donation volumes and sizes, customizing forms to match your website, desired export features, and other critical features.
The document compares and contrasts several mass email marketing solutions: Vertical Response, Exact Target, Constant Contact, and Eloqua. For each solution, it lists considerations like pricing models, integration with Salesforce, email limits, reporting abilities, and support. It then provides more detailed information on pricing and features for each solution.
There are three main data structures that Salesforce provides for organizations: Account to Contact structure, Individual Account structure, and Person Account structure. Each structure has different strengths and weaknesses related to data entry, reporting, data migration, and application integration. The best structure depends on an organization's specific needs and goals. The Individual Account structure is commonly used by nonprofits as it allows relationships between households, organizations, and individuals while still providing prebuilt reporting.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
The Evolution and Impact of OTT Platforms: A Deep Dive into the Future of Ent...ABHILASH DUTTA
This presentation provides a thorough examination of Over-the-Top (OTT) platforms, focusing on their development and substantial influence on the entertainment industry, with a particular emphasis on the Indian market.We begin with an introduction to OTT platforms, defining them as streaming services that deliver content directly over the internet, bypassing traditional broadcast channels. These platforms offer a variety of content, including movies, TV shows, and original productions, allowing users to access content on-demand across multiple devices.The historical context covers the early days of streaming, starting with Netflix's inception in 1997 as a DVD rental service and its transition to streaming in 2007. The presentation also highlights India's television journey, from the launch of Doordarshan in 1959 to the introduction of Direct-to-Home (DTH) satellite television in 2000, which expanded viewing choices and set the stage for the rise of OTT platforms like Big Flix, Ditto TV, Sony LIV, Hotstar, and Netflix. The business models of OTT platforms are explored in detail. Subscription Video on Demand (SVOD) models, exemplified by Netflix and Amazon Prime Video, offer unlimited content access for a monthly fee. Transactional Video on Demand (TVOD) models, like iTunes and Sky Box Office, allow users to pay for individual pieces of content. Advertising-Based Video on Demand (AVOD) models, such as YouTube and Facebook Watch, provide free content supported by advertisements. Hybrid models combine elements of SVOD and AVOD, offering flexibility to cater to diverse audience preferences.
Content acquisition strategies are also discussed, highlighting the dual approach of purchasing broadcasting rights for existing films and TV shows and investing in original content production. This section underscores the importance of a robust content library in attracting and retaining subscribers.The presentation addresses the challenges faced by OTT platforms, including the unpredictability of content acquisition and audience preferences. It emphasizes the difficulty of balancing content investment with returns in a competitive market, the high costs associated with marketing, and the need for continuous innovation and adaptation to stay relevant.
The impact of OTT platforms on the Bollywood film industry is significant. The competition for viewers has led to a decrease in cinema ticket sales, affecting the revenue of Bollywood films that traditionally rely on theatrical releases. Additionally, OTT platforms now pay less for film rights due to the uncertain success of films in cinemas.
Looking ahead, the future of OTT in India appears promising. The market is expected to grow by 20% annually, reaching a value of ₹1200 billion by the end of the decade. The increasing availability of affordable smartphones and internet access will drive this growth, making OTT platforms a primary source of entertainment for many viewers.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
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LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
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Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
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
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
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