Nonprofit data to salesforce
Download as PPTX, PDF0 likes69 views
This document discusses translating nonprofit data to Salesforce. It explains that Salesforce uses a data model of objects, records, and fields to store data. It describes standard objects that are pre-configured for common nonprofit data like contacts and donors. Features like security, reporting, and mobile access are discussed. Standard objects come with fields already set up to store typical nonprofit information, providing an easy way to manage data.
Nonprofit data to salesforce
- 1. Translate Your Nonprofit Data to Salesforce Presented by Sanjida Yasmin iQ Expert-Information System Development iDE Bangladesh
- 2. Learning Objectives After completing this unit, you’ll be able to: ● Explain why a data model matters. ● Explain how Salesforce objects store data in records, fields, and field values. ● Describe the features that come automatically with Salesforce objects. ● Explain what a standard object is.
- 3. Get to Know the Data Model
- 4. Entity Relationship Diagram (ERD) ● Data Model ● Box shows the entity ● Line shows the relationship ● Data model is the Foundation of the entire System
- 5. Salesforce Objects Contain Your Data The map from the spreadsheet experience to the same experience in Salesforce:
- 6. Data Management Made Easy User Interface Salesforce provides a user interface that presents data about objects. Each tab that you see in the header when you’re logged in to Salesforce represents an object—an account, a contact, and so on.
- 7. Data Management Made Easy (cont….) And when you drill down into each object, you see the fields that come out-of-the-box.
- 8. Data Management Made Easy (cont….) Objects and Records ● Related objects and records are all linked to each other in Salesforce. ● For example, a household is usually related to multiple contact records, which represent members of the household. ● And contacts’ various affiliations with workplaces, volunteer jobs, or other organizations are all just a click away. ● In Salesforce-speak, these related lists show you essential related data, all in one place.
- 9. Great Concern…...... Security A flexible security model lets you control who has access to objects, records, and fields, because not all users need to see every detail about your donors. You can define security at whatever level makes sense for your nonprofit. Reports You may be pleasantly surprised by how easy it is to run reports on your data in Salesforce. Use analytics to discover opportunities and anticipate problems before they surface. And create dashboards to visualize critical metrics. Mobile Access Run your nonprofit from your phone. Whether you’re a volunteer coordinator or the executive director at a nonprofit, you can access Salesforce from wherever you are, using the Salesforce app.
- 10. Standard Objects Come Move-In Ready ● Salesforce and the Nonprofit Success Pack come with standard objects that are already set up and ready to use, much like a move-in ready house with a set of rooms that are already painted and furnished. ● For example, the Contact object comes with the fields you’d expect for tracking personal information, contact information, contact preferences, and so on. And with NPSP, you also get fields for tracking donor information.
- 11. Thank You! Questions, Comments are welcome!