The document provides an overview and introduction to using Salesforce for the Buffalo Urban League. It defines key terminology like admin, end user, object, and record. It includes demonstrations of how to enter a new contact, organization account, donation, and grant. It also provides links to additional Salesforce training resources and homework assignments to review concepts covered.
This document provides an agenda and overview for a Salesforce end user intro training session for the Buffalo Urban League. The training covers the basics of Salesforce including logging in, navigating the home page, and key objects like contacts, accounts, revenues (donations), and events & campaigns. It demonstrates how to create and enter records for each object type. The training also explains how to extract information from Salesforce through rollup fields and reports and where to find help resources.
WSPDC March 2014: How to Start Your own Business & Become a Microsoft Partner...WSPDC & FEDSPUG
The document provides information on how to start your own business and become a Microsoft Partner. It discusses resources from the Small Business Administration (SBA) for starting a business, the steps the author took to start her business including obtaining an Employer Identification Number and business licenses. It then explains how the author accidentally became a Microsoft Partner by exploring the partner program online and completing the application process. The document outlines the benefits of becoming a Community, Action Pack, and Competency Partner with Microsoft.
The memo provides an evaluation and recommendations for improving the Fresno County Farm Bureau website. It analyzes the website's content and design. On the content side, it recommends updating outdated information, prioritizing the membership section, and highlighting member diversity. For design, it suggests a wider layout with top menu, updated logos, and improving accessibility by changing text colors and reducing italics. The overall goal is to make the website a more vibrant resource that effectively communicates the Farm Bureau's role and goals to its audience.
This presentation by Faycal Haddad from the University of Manouba discusses the differences between personal and business profiles on Facebook. It outlines the steps to create a business Facebook page, including adding people, partners, pages, payment methods and data sources to build the business profile. The presentation concludes with thanks.
BranchOut is Facebook's career-focused app that pulls business information from friends' profiles, including a job board showing openings at friends' companies. It unlocks career data about friends and friends of friends not previously accessible. While LinkedIn is seen as more corporate, BranchOut aims to bridge the distinction by integrating work information into Facebook. However, it faces limitations as LinkedIn remains the standard corporate tool and BranchOut is not widely known, lacking business page functionality since its 2010 release.
New Visions for Lawrence County Communication PlanLindsay Schich
My partner and I worked with New Visions for Lawrence County, a non-profit organization in New Castle, Pa. New Visions focuses on revitalizing downtown New Castle, then working out to the surrounding community, and eventually Lawrence County as a whole.
• Conducted communication audits on the website, social media and print material
• Interviewed client to gain additional, in-depth knowledge and to learn areas of focus
• Analyzed results of audits and interviews
• Developed objectives, strategies and tactics for all future forms of communication
The document discusses finding new citation opportunities for the Orlando Moving Company. The author searched for competitors and citations they had to find additional ideas. Potential citations were marked in a spreadsheet. Most major citation sites were already completed, so the author searched moving directories and Orlando resources to find additional citations. Competitor research using tools found relevant domains to target. High priority citations included major directories and sites with many Orlando moving company competitors and high authority scores.
This document provides an agenda and overview for a Salesforce end user intro training session for the Buffalo Urban League. The training covers the basics of Salesforce including logging in, navigating the home page, and key objects like contacts, accounts, revenues (donations), and events & campaigns. It demonstrates how to create and enter records for each object type. The training also explains how to extract information from Salesforce through rollup fields and reports and where to find help resources.
WSPDC March 2014: How to Start Your own Business & Become a Microsoft Partner...WSPDC & FEDSPUG
The document provides information on how to start your own business and become a Microsoft Partner. It discusses resources from the Small Business Administration (SBA) for starting a business, the steps the author took to start her business including obtaining an Employer Identification Number and business licenses. It then explains how the author accidentally became a Microsoft Partner by exploring the partner program online and completing the application process. The document outlines the benefits of becoming a Community, Action Pack, and Competency Partner with Microsoft.
The memo provides an evaluation and recommendations for improving the Fresno County Farm Bureau website. It analyzes the website's content and design. On the content side, it recommends updating outdated information, prioritizing the membership section, and highlighting member diversity. For design, it suggests a wider layout with top menu, updated logos, and improving accessibility by changing text colors and reducing italics. The overall goal is to make the website a more vibrant resource that effectively communicates the Farm Bureau's role and goals to its audience.
This presentation by Faycal Haddad from the University of Manouba discusses the differences between personal and business profiles on Facebook. It outlines the steps to create a business Facebook page, including adding people, partners, pages, payment methods and data sources to build the business profile. The presentation concludes with thanks.
BranchOut is Facebook's career-focused app that pulls business information from friends' profiles, including a job board showing openings at friends' companies. It unlocks career data about friends and friends of friends not previously accessible. While LinkedIn is seen as more corporate, BranchOut aims to bridge the distinction by integrating work information into Facebook. However, it faces limitations as LinkedIn remains the standard corporate tool and BranchOut is not widely known, lacking business page functionality since its 2010 release.
New Visions for Lawrence County Communication PlanLindsay Schich
My partner and I worked with New Visions for Lawrence County, a non-profit organization in New Castle, Pa. New Visions focuses on revitalizing downtown New Castle, then working out to the surrounding community, and eventually Lawrence County as a whole.
• Conducted communication audits on the website, social media and print material
• Interviewed client to gain additional, in-depth knowledge and to learn areas of focus
• Analyzed results of audits and interviews
• Developed objectives, strategies and tactics for all future forms of communication
The document discusses finding new citation opportunities for the Orlando Moving Company. The author searched for competitors and citations they had to find additional ideas. Potential citations were marked in a spreadsheet. Most major citation sites were already completed, so the author searched moving directories and Orlando resources to find additional citations. Competitor research using tools found relevant domains to target. High priority citations included major directories and sites with many Orlando moving company competitors and high authority scores.
This document provides an introduction to the various tabs and features in Salesforce, including Contacts, Accounts, Opportunities, Leads, Orders, Home, Reports, Dashboards, Forecasts, Chatter, Files, and Data Loader. It describes how each tab allows users to track important business information like contact details, account relationships, sales deals, prospects, orders, reports, forecasts, files, and communications. The goal is to help users get started with Salesforce and understand how it supports the entire sales and customer relationship process.
This document outlines a methodology for developing a success blueprint to help organizations achieve their business objectives through effective deployment and adoption of Salesforce. It describes developing a vision and strategy, defining success metrics, planning for adoption, establishing governance and sponsorship, and creating a roadmap. The methodology involves building understanding in key domains like defining objectives, identifying relevant capabilities, and planning continuous improvement to ensure ongoing success.
Salesforce online training || Salesforce Integration | salesforce lightningsuresh
Salesforce is a leading cloud-based customer relationship management tool founded in 1999. It provides platforms like Sales Cloud, Service Cloud, and Collaboration Cloud to help organizations manage customer data, sales opportunities, service issues, and more. Salesforce uses a software as a service model and is affordable, accessible via the web, and securely hosts customer data. It has over 2 million users at businesses of all sizes and nonprofits.
Stony Point is a Salesforce training company founded in 2011 that employs 27 trainers, 9 of whom are Salesforce certified instructors. They offer technical, end user, and custom training programs. Their custom programs include curriculum development, manager training sessions, end user training sessions, and follow up support. They also offer standard training classes and have experience training AppExchange partners and customers. The document emphasizes that manager training leads to higher adoption rates and retention requires ongoing reinforcement. It provides options for customizing a training program to meet an organization's needs and budget.
This document provides an overview and agenda for an expert hour webinar on integration. It introduces the presenters and their backgrounds in Salesforce and integration. The agenda covers who the webinar is for, its format, defining what integration is and why it's important. It discusses use cases and tools for integration, providing examples of how other Salesforce customers use integration. This includes integrating apps like Pardot and Cirrus Insight with Salesforce, using platforms like Mulesoft to connect ERP data to Salesforce, and utilizing the Salesforce API. It demos building an integration between Salesforce and QuickBooks without code using Workato.
Leveraging the Cloud - Getting the Most Bang for your Buck ( presentation by ...Cloudyn
This presentation was given by Nate Lindstrom, Director of Network Operations at Salesforce at the Silicon Valley Cloud Computing Meetup on April 4th 2013 in Mountain View - special thanks to host Quixey, along with organizers Scalr and Cloudyn.
SalesForce,
The document describes enhancements to Salesforce's Winter '15 release. Key enhancements include a more streamlined rich text editor, improved search functionality in Salesforce1, and new features for files, groups, and analytics in Chatter. Admins can enable features like enabling lead conversion in Salesforce1 and adding products to opportunity records in the mobile app. The release will occur in staggered deployments between October and November 2014.
The document provides information about Salesforce certifications and the Salesforce Saturday user group. It explains that Salesforce Saturday is a volunteer-led group that meets weekly to learn about Salesforce certifications together. It then provides details about various Salesforce certifications like Administrator, Advanced Administrator, Platform App Builder, and Technical Architect. It describes the prerequisites, exam structure, costs and how to maintain the certifications for each. It also provides contact information for the user group organizer.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Learn about the Lightning Components Framework which helps you develop component based apps which are compatible
with Salesforce1 and Lightning Experience.
This presentation was presented at the New Delhi Salesforce DG and #SalesforceSaturday session on 23rd April, 2016 in New Delhi.
Multiorg Collaboration Using Salesforce S2SMayur Shintre
This presentation explains how to use Salesforce.com platform Salesforce to Salesforce (S2S) feature effectively to integrate multiple salesforce organizations, enable collaboration of accounts, contacts, leads, leads assignment, conversion and SFA collaboration across multiple salesforce organizations.
AWS re:Invent 2016: Delighting Customers Through Device Data with Salesforce ...Amazon Web Services
The Internet of Things (IoT) produces vast quantities of data that promise a deep, always connected view into customer experiences through their devices. In this connected age, the question is no longer how do you gather customer data, but what do you do with all that data. How do you ingest at massive scale and develop meaningful experiences for your customers? In this session, you learn how Salesforce IoT Cloud works in concert with the AWS IoT engine to ingest and transform all of the data generated by every one of your customers, partners, devices, and sensors into meaningful action. You also see how customers are using Salesforce and AWS together to process massive quantities of data, build business rules with simple, intuitive tools, and engage proactively with customers in real time. Session sponsored by Salesforce.
This document summarizes the results of the 2016 Colorado Salesforce salary survey conducted by the Denver User Group. Key findings include:
- The average annual salary including bonus was $95,147, a 2.1% increase from 2015.
- Salaries generally increased with more Salesforce experience, certifications, and larger deployment sizes.
- Additional benefits like 401k matching and education reimbursement were common.
- Gender and employer type disparities in salary persisted, with men and for-profit companies earning more on average.
This document is a report on the state of marketing in 2016 based on a survey of nearly 4,000 marketing leaders worldwide. Some of the key findings include:
1) Customer satisfaction has become the top measure of success for marketers and customer engagement is now a top priority over brand awareness.
2) High-performing marketing teams focus on building deeper customer relationships while moderate and underperforming teams struggle more with budget and new business development.
3) Digital marketing now accounts for over two-thirds of total marketing budgets and this share is expected to continue growing in the next two years.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Home Care Marketing: Your year could easily be 1 million dollars better! LTC Expert Publications
We hope you enjoyed our webinar. Don't forget to register for the Hurricane Marketing Boot Camp using promo code VAL50 to save $50 off!
http://www.homecaremarketing.net/bootcamp/
We will teach you how to "Blow Away the Competition!"
The document provides an analysis of the Coalition Ending Gender Based Violence's current and future states regarding their Salesforce implementation. Currently, CEGV uses an outdated version of Salesforce that has issues like data duplication, manual processes, and underutilization. The future state proposes migrating to the Salesforce Nonprofit Starter Pack to gain more functionality, integrate dependent systems better, and automate processes. It outlines requirements, design, risks, alternatives, and considerations for change management during the implementation.
This document provides an introduction to the various tabs and features in Salesforce, including Contacts, Accounts, Opportunities, Leads, Orders, Home, Reports, Dashboards, Forecasts, Chatter, Files, and Data Loader. It describes how each tab allows users to track important business information like contact details, account relationships, sales deals, prospects, orders, reports, forecasts, files, and communications. The goal is to help users get started with Salesforce and understand how it supports the entire sales and customer relationship process.
This document outlines a methodology for developing a success blueprint to help organizations achieve their business objectives through effective deployment and adoption of Salesforce. It describes developing a vision and strategy, defining success metrics, planning for adoption, establishing governance and sponsorship, and creating a roadmap. The methodology involves building understanding in key domains like defining objectives, identifying relevant capabilities, and planning continuous improvement to ensure ongoing success.
Salesforce online training || Salesforce Integration | salesforce lightningsuresh
Salesforce is a leading cloud-based customer relationship management tool founded in 1999. It provides platforms like Sales Cloud, Service Cloud, and Collaboration Cloud to help organizations manage customer data, sales opportunities, service issues, and more. Salesforce uses a software as a service model and is affordable, accessible via the web, and securely hosts customer data. It has over 2 million users at businesses of all sizes and nonprofits.
Stony Point is a Salesforce training company founded in 2011 that employs 27 trainers, 9 of whom are Salesforce certified instructors. They offer technical, end user, and custom training programs. Their custom programs include curriculum development, manager training sessions, end user training sessions, and follow up support. They also offer standard training classes and have experience training AppExchange partners and customers. The document emphasizes that manager training leads to higher adoption rates and retention requires ongoing reinforcement. It provides options for customizing a training program to meet an organization's needs and budget.
This document provides an overview and agenda for an expert hour webinar on integration. It introduces the presenters and their backgrounds in Salesforce and integration. The agenda covers who the webinar is for, its format, defining what integration is and why it's important. It discusses use cases and tools for integration, providing examples of how other Salesforce customers use integration. This includes integrating apps like Pardot and Cirrus Insight with Salesforce, using platforms like Mulesoft to connect ERP data to Salesforce, and utilizing the Salesforce API. It demos building an integration between Salesforce and QuickBooks without code using Workato.
Leveraging the Cloud - Getting the Most Bang for your Buck ( presentation by ...Cloudyn
This presentation was given by Nate Lindstrom, Director of Network Operations at Salesforce at the Silicon Valley Cloud Computing Meetup on April 4th 2013 in Mountain View - special thanks to host Quixey, along with organizers Scalr and Cloudyn.
SalesForce,
The document describes enhancements to Salesforce's Winter '15 release. Key enhancements include a more streamlined rich text editor, improved search functionality in Salesforce1, and new features for files, groups, and analytics in Chatter. Admins can enable features like enabling lead conversion in Salesforce1 and adding products to opportunity records in the mobile app. The release will occur in staggered deployments between October and November 2014.
The document provides information about Salesforce certifications and the Salesforce Saturday user group. It explains that Salesforce Saturday is a volunteer-led group that meets weekly to learn about Salesforce certifications together. It then provides details about various Salesforce certifications like Administrator, Advanced Administrator, Platform App Builder, and Technical Architect. It describes the prerequisites, exam structure, costs and how to maintain the certifications for each. It also provides contact information for the user group organizer.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Learn about the Lightning Components Framework which helps you develop component based apps which are compatible
with Salesforce1 and Lightning Experience.
This presentation was presented at the New Delhi Salesforce DG and #SalesforceSaturday session on 23rd April, 2016 in New Delhi.
Multiorg Collaboration Using Salesforce S2SMayur Shintre
This presentation explains how to use Salesforce.com platform Salesforce to Salesforce (S2S) feature effectively to integrate multiple salesforce organizations, enable collaboration of accounts, contacts, leads, leads assignment, conversion and SFA collaboration across multiple salesforce organizations.
AWS re:Invent 2016: Delighting Customers Through Device Data with Salesforce ...Amazon Web Services
The Internet of Things (IoT) produces vast quantities of data that promise a deep, always connected view into customer experiences through their devices. In this connected age, the question is no longer how do you gather customer data, but what do you do with all that data. How do you ingest at massive scale and develop meaningful experiences for your customers? In this session, you learn how Salesforce IoT Cloud works in concert with the AWS IoT engine to ingest and transform all of the data generated by every one of your customers, partners, devices, and sensors into meaningful action. You also see how customers are using Salesforce and AWS together to process massive quantities of data, build business rules with simple, intuitive tools, and engage proactively with customers in real time. Session sponsored by Salesforce.
This document summarizes the results of the 2016 Colorado Salesforce salary survey conducted by the Denver User Group. Key findings include:
- The average annual salary including bonus was $95,147, a 2.1% increase from 2015.
- Salaries generally increased with more Salesforce experience, certifications, and larger deployment sizes.
- Additional benefits like 401k matching and education reimbursement were common.
- Gender and employer type disparities in salary persisted, with men and for-profit companies earning more on average.
This document is a report on the state of marketing in 2016 based on a survey of nearly 4,000 marketing leaders worldwide. Some of the key findings include:
1) Customer satisfaction has become the top measure of success for marketers and customer engagement is now a top priority over brand awareness.
2) High-performing marketing teams focus on building deeper customer relationships while moderate and underperforming teams struggle more with budget and new business development.
3) Digital marketing now accounts for over two-thirds of total marketing budgets and this share is expected to continue growing in the next two years.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Salesforce began as a customer relationship management software and has grown into a cloud computing platform. It provides software as a service and platform as a service, including applications like Sales Cloud, Service Cloud, and Force.com for building custom applications. Salesforce uses a multi-tenant architecture allowing multiple customers to use a single instance of the software. It includes tools like Visualforce for customizing interfaces and Apex for adding business logic through code.
Home Care Marketing: Your year could easily be 1 million dollars better! LTC Expert Publications
We hope you enjoyed our webinar. Don't forget to register for the Hurricane Marketing Boot Camp using promo code VAL50 to save $50 off!
http://www.homecaremarketing.net/bootcamp/
We will teach you how to "Blow Away the Competition!"
The document provides an analysis of the Coalition Ending Gender Based Violence's current and future states regarding their Salesforce implementation. Currently, CEGV uses an outdated version of Salesforce that has issues like data duplication, manual processes, and underutilization. The future state proposes migrating to the Salesforce Nonprofit Starter Pack to gain more functionality, integrate dependent systems better, and automate processes. It outlines requirements, design, risks, alternatives, and considerations for change management during the implementation.
Taking Leadership Online - What\'s Hype and What Works in Online FundraisingAliamc
Fundraising Day New York
Speakers: Alia McKee, Sea Change Strategies, Nancy Haitch, The International Rescue Committee, and Jono Smith, Network for Good
Fundraising Day New York
Taking Leadership Online
Friday, June 12, 2009
Alia McKee of Sea Change Strategies, Nancy Haitch of the International Rescue Committee and Jono Smith of Network for Good explored what’s hype and what works in online fundraising. Here is their presentation slideshow.
Resource Revenue Forecast Grading GuidePurpose of Assignment .docxaudeleypearl
The document provides information about analyzing financial ratios for a company called Old Pueblo Lithographers. It discusses:
1) The daughter of the company's owner wants to take over as president but her father refuses because she cannot read financial statements.
2) Financial ratios can be used to analyze a company's performance over time and compare it to other companies. This allows users to identify trends, strengths, and weaknesses.
3) Different types of ratios measure liquidity, leverage, management efficiency, and profitability. Understanding these ratios is important for effectively managing a company.
Friends Asking Friends Event Success with Komen MarylandAnthony Sicola
This document outlines strategies used by the Maryland Affiliate of Susan G. Komen for the Cure to improve their event fundraising results by 10%. They achieved increases through multi-channel engagement including print, email, social media and web. Key strategies included segmentation of communications, an integrated incentive program, and measuring goals to evaluate and adjust tactics over time. Communication strategies emphasized engaging donors at different commitment levels through multiple complementary channels.
This document discusses managing emotions after job loss and provides resources for finding new employment. It covers the five stages of grief after losing a job (denial, anger, bargaining, depression, acceptance), and emphasizes understanding one's emotions as the first step to moving forward. It then outlines various resources available, including assessing one's situation through the local workforce development center, getting finances in order, accessing social services if needed, networking for encouragement, and conducting an organized job search through Illinois workNet. The overall goal is to help people move through the emotions of job loss to acceptance and eventually back to new employment.
This document provides a summary of discounts and services available to BBB accredited businesses as well as information on scams targeting businesses and consumers online. It discusses discounts on services like criminal background checks, office supplies, shipping, and coworking space. The document warns that scammers are impersonating the BBB in emails seeking sensitive information. It provides tips to help businesses and consumers protect themselves from online scams and issues with orders from online sellers.
AmeriCorps VISTA is a program that allows individuals to help eliminate poverty through full-time community service work. As a VISTA member, you will receive training, a living allowance, and an education award or stipend for your service. To apply, you create an online profile and complete an application providing personal and background information. The application process involves searching for projects and receiving approval from an agency.
Social Media - Identifying Opportunities and Overcoming BarriersPrecedent
Presented to Australian Health Promotion Association (WA Branch) and Public Health Association Australian (WA) members in July 2013, we worked through techniques for developing a social media strategy as well as learning more about various social media channels.
Michele R. Berard, MBA, CFRE lecture for 5/4/11 class - Nonprofits & Philanthropy at Rhode Island College. Contains fundamentals of fundraising, ethics, and establishing your professional brand.
001 Common Application Essays Luxury Sample TraMyel Ramos
The document provides instructions for creating a bedroom for a child. It recommends asking the child what they want, then planning and budgeting for the design. When decorating, use durable materials that can withstand play. Include storage like shelves and hooks to organize toys and save space. Paint the walls a bright color and add prints and other accents to make the room fun for the child.
Supercharge Your Corporate Donations with Matching Gifts - Frontstream and Do...Double the Donation
For many nonprofits, employee matching gifts are often one of the most overlooked sources of fundraising. Due to limited information about donors, corporate giving programs, and a lack of communication, it's difficult for nonprofits to cultivate matching gift funds.
Given these challenges, too many matching funds slip through nonprofits' fingers. In fact, an estimated $6-$10 billion in matching gift funds goes unclaimed every year! Don't miss out on your share.
These slides from FrontStream and Double the Donation outline:
-- What employee matching gifts are
-- How donation matching programs are typically structured
-- How to market & promote matching gifts to donors
-- Steps you can take today to improve matching gift performance
-- Companies with strong donation matching programs
Learn more about FrontStream and matching gifts at http://www.frontstream.com/double-the-funds-a-guide-to-employee-matching-gift-programs/ or visit Double the Donation at http://doublethedonation.com/
Score More Money Online: Five Simple Ways to Change the GameShana Masterson
The document provides five tips for increasing online fundraising:
1. Use incentives like gas cards or merchandise to motivate donors to reach fundraising thresholds.
2. Promote the fundraising application's new feature of scheduled Facebook updates.
3. Host a participant workshop to train on online tools and answer questions.
4. Focus efforts on top fundraisers like those who updated profiles and sent emails.
5. Encourage the use of online tools by believing in their ability to raise more money.
Getting Started with Online Giving.pptx.pdfBloomerang
This document provides an overview of setting up online giving in Bloomerang. It discusses connecting a transaction processor, setting up confirmation emails, and building an online giving form. The presentation covers form settings like donation amounts, custom fields, and the success page. It also explains what happens when a donation is received and next steps like measuring performance and sharing success. Resources mentioned include guides for connecting payments, creating emails and forms, and getting started with online fundraising.
The document is a confidential assessment for a nonprofit organization to evaluate its fundraising potential. It contains 8 sections for the organization to provide information about its basic data, programs, staff, finances, fundraising activities, and upcoming projects. The organization can submit the completed assessment by mail, email, or fax to Development Systems International for review and opportunities to advance its development efforts.
Teacher’s feedback hi john you earned a grade of f on this paperock73
The teacher provided feedback on a paper written by John, grading it an F (45%). The feedback identified several areas for improvement, including a lack of detail describing the organization and issue, weak analysis of corporate culture without proper sources or examples, and loose connections between weaknesses and supporting material. The teacher asked for stronger analysis of organizational strengths and weaknesses as they apply broadly, and for more explanation and details supporting proposed modifications to organizational practices and solutions.
Are you exploring new and innovative ways to build and sustain your community of volunteers? Curious about social media – Facebook, Twitter, LinkedIn, etc. – and wondering if it could be an effective way to connect with future and current volunteers?
Attend this free webinar to hear Jayne Cravens from Coyote Communications and Erin Barnhart from Effective Altruism discuss tips and strategies for effectively using social media to find, communicate with, and build community among volunteers. This webinar, in recognition of National Volunteer Appreciation Week, is ideal for staff at any nonprofit or library who are interested in exploring how social media and other technologies might be used to strengthen their current volunteer program.
In this webinar you will:
Review best practices for finding and retaining volunteers
Learn how social media can be an effective tool for recruitment and communication
Assess if and how social media might benefit your volunteer program
Discover additional websites and online tools to explore
Similar to Salesforce training workbook FINAL (20)
2. Page | 2
Salesforce Terminology Basics
Admin: The user in charge managing, customizing, and expanding Salesforce overall.
Responsible for more complicated processes such as entering certain types of donations,
creating mail and email merge templates, managing all automation, and updating security,
among other things. Users should contact the admin with Salesforce problems or any potential
expansions for Salesforce.
End user: End users utilize Salesforce for everyday business and manage the basic everyday
processes of saving contacts, receiving income, and performing tasks.
App: Short for “application.” A collection of components such as tabs, reports, dashboards,
and pages that address a specific business need. The Buffalo Urban League app is specifically
designed for nonprofits and customized to fit our needs. It is called BUL Development.
Object: An object allows you to store information in your Salesforce organization. The object is
the overall definition of the type of information you are storing. For example, the contact
object allows you to store information regarding individual contacts. For each object, your
organization will have multiple records that store the information about specific instances of
that type of data. For example, you might have a contact record to store the information about
Joe Smith and another case record to store the information about Mary Johnson.
Record: A single instance of a Salesforce object. For example, “John Jones” might be the name
of a contact record.
Account: An organization, company, or household that you want to track—for example, a
donor, partner, or competitor.
Contact: The individuals associated with your accounts. Every contact must be associated with
a household account. They can also be associated with organization accounts.
Revenues: Track all incoming funds, which are categorized as Annual Fund donations, General
donations, Grant, Membership, Scholarship donations, and Sponsorship.
3. Page | 3
Demo: Entering a New Contact
Scenario
You need to enter a new contact record for Joe Jenkins. He is a former participant in the YOLO
program and a current staff member in the Foster Care Department.
His home phone number is 716-445-4445 and his cell phone number is 716-342-3456, but he
prefers to be called on his cell phone. His email is jj65@aol.com. He would prefer not to receive
any email communications though because he uses his email to manage his business.
His home address is 131 Colvin Boulevard, Tonawanda, NY 14150.
He also has an office space for his business at 1265 Sheridan Drive, Tonawanda, NY 14150.
4. Page | 4
Your Turn! Enter a New Contact
Scenario
You need to enter a new contact record for Sharon Smith. She is a former board member and
was a member of the Honorary Campaign Committee in 2014. She is also a volunteer interested
in event support and fundraising.
Her home phone number is 716-499-4999 and her work phone number is 716-388-3888. Her
personal email is sharon.smith@gmail.com, and her work email is sharon@ccg.org. She has
been dealing with a family issue for a few months now and would prefer not to be contacted by
phone or email for the time being.
Her home address is 10 Genesee Street, Buffalo, NY 14203.
She is close friends with Joe Jenkins. This friendship has been very helpful to the Buffalo Urban
League as he has encouraged her to donate and volunteer at events in the past.
5. Page | 5
Demo: Entering a New Organization Account
Scenario
Our friend Joe Jenkins (see p. 3) is currently the board president a nonprofit called the Buffalo
All American Society, but that organization does not exist in our Salesforce instance yet.
The Buffalo All American Society’s phone number is 716-844-4444. Its fax number is 715-555-
5555. The general email for the organization is info@buffaloallamerican.org, and the website is
buffaloallamerican.org.
The main office is located at 1 All American Drive, Buffalo, NY 14222.
Joe is our link to the Buffalo All American Society, so he should be listed as the primary contact.
6. Page | 6
Your Turn! Enter a New Org Account
Scenario
Our friend Sharon Smith (see p. 4) is currently the CEO of a local business called Apple Corp, but
that organization does not exist in our Salesforce instance yet.
Apple Corp’s phone number is 716-888-8888. Its fax number is 716-999-9999. The general
email for the organization is info@applecorp.com, and the website is applecorp.com.
The main office is located at 1 Apple Road, Buffalo, NY 14222.
Make sure that Sharon is affiliated with Apple Corp as the current CEO. She should also be listed
as Apple Corp’s primary contact.
7. Page | 7
Demo: Entering an Annual Fund Donation
Scenario
Our friend Joe Jenkins (see p. 3) wants to make a pledge to the 2016 Annual Fund Campaign. He
plans to pledge $500.00. His pledge is made at the Empowerment Luncheon on 3/15/2016. He
has until 12/31/2016 to pay his pledge balance. This is a single year pledge.
Joe will need to receive an invoice and letter in acknowledgement and as a reminder to pay his
pledge.
8. Page | 8
Your Turn! Enter an Annual Fund Donation
Scenario
Our friend Sharon Smith (see p. 4) made a 2016 Annual Fund Campaign pledge. She contributed
a total of $300.00. She made her pledge at the Empowerment Luncheon on 3/15/2016. This is a
single year donation.
She has just finished paying off her pledge in two installments of $150.00 each. She paid the
first payment in cash at the event on 3/15/2016. She paid the second payment as a check on
6/22/2016. The check number is 3100.
Therefore, the donation was completely paid in full as of 6/22/2016.
Because Sharon has completed her pledge, she will need to receive an invoice and letter in
acknowledgement closing it out.
9. Page | 9
Demo: Entering a Grant
Scenario
Vince is a applying for a grant from the All American Society to support the Housing program at
the Buffalo Urban League—specifically, a new Foreclosure Prevention Class project. He recently
submitted an application requesting $5,000.00.
Grant requirements are available at allamericansociety.org/grants. According to the website,
we should hear back regarding whether we received the grant on 8/25/2016. This grant is a
renewal of a previous grant.
There is one upcoming deadline for a supplemental application form on 7/25/2016.
10. Page | 10
Pre-Work and Homework
Training Pre-Work Links:
You were asked to view and complete all of the following exercises before attending the Buffalo
Urban League Salesforce End User Training.
Salesforce introduction video – A good overview of the capabilities of Salesforce for
nonprofits (5 minutes). https://www.youtube.com/watch?v=r6hxqg3PgRQ
Trailhead for Salesforce User Basics: Welcome to Salesforce – A list of significant terms
and background information about the basic workings of Salesforce (20 minutes).
https://developer.salesforce.com/trailhead/en/lex_salesforce_basics/lex_salesforce_ba
sics_welcome
Navigating the Salesforce homepage video – A quick overview of how the home tab
works for users (4 minutes). https://www.youtube.com/watch?v=wBjYi5R7uro
Trailhead for Donation Management: Create a Contact and Associated Household
Account – Basics about how Salesforce is set up for nonprofits specifically (30 minutes).
https://developer.salesforce.com/trailhead/en/nonprofit_donation_management/nonp
rofit_fundraising_donation_contact
Training Homework Links:
The following videos and exercises will provide review of concepts covered in training and
introduce users to concepts covered in the End User Manual that are not included in the
training presentation.
Trailhead for Donation Management: Create and Manage Donations – A more in-depth
look at entering donations for nonprofits in Salesforce (30-40 minutes).
https://developer.salesforce.com/trailhead/en/nonprofit_donation_management/nonp
rofit_fundraising_donation_manage
NPSP Create and Manage Grants – A more in-depth resource on how to enter new grant
records (20 minutes). https://powerofus.force.com/articles/Resource/NPSP-Create-and-
Manage-Grants
Can’t log in to Salesforce? A video explaining what to do if you can’t login (2 minutes)
https://www.youtube.com/watch?v=QPiC6rayau8&list=PLB39017CE69F42E50&index=8
0
Intro to Salesforce Report Builder (5 minutes).
https://www.youtube.com/watch?v=7_LkmrhKf2g&list=PLB39017CE69F42E50&index=1
04
11. Page | 11
Salesforce Resource Links
Salesforce Help & Training
Contains help straightforward, step-by-step articles on all aspects of Salesforce. Some of them
get very technical, but this is a great basic resource for asking specific questions about
Salesforce. Accessible from the top of all Salesforce pages.
https://help.salesforce.com/home
Salesforce Trailhead
The official Salesforce training guide website. Includes dozens of modules for training end users
in various aspects of Salesforce complete with videos, quizzes, and activities to provide as much
info as possible.
https://developer.salesforce.com/trailhead/en
Salesforce on YouTube
The Salesforce YouTube channel contains a huge number of quick and easy Salesforce video
guides. Feel free to search YouTube in general for user-made videos too!
https://www.youtube.com/playlist?list=PLB39017CE69F42E50
Salesforce Basics PDF Guide
This is a very general guide that goes through the most basic aspects of Salesforce for those
interested in a general introduction, particularly to concepts that haven’t been incorporated into
the BUL Salesforce.
https://resources.docs.salesforce.com/202/latest/en-us/sfdc/pdf/basics.pdf