Salesforce Basics for the Accidental Admin: Part Two
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The document provides a recap of basics for Salesforce tailored for accidental admins, covering topics such as navigation, data entry, campaigns, and reporting. It includes links to various resources like the Nonprofit Starter Pack, video tutorials, and support communities. Additionally, it highlights local Salesforce user groups and provides contact information for further assistance.
Salesforce Basics for the Accidental Admin: Part Two
- 1. Salesforce Basics for the Accidental Admin
- 2. Recap from yesterday ● Introduction to the Non Profit Starter Pack ● Navigation and List views ● Data Entry ● Merging Accounts and Contacts ● Activity Management & Managing Calendar
- 3. Agenda - Part 2 ● Campaigns ● Mass Email Contacts/Leads - Native to Salesforce ● Reporting and Dashboards ● Support ● Q&A
- 4. Live Demo
- 5. Where to find support ● AppExchange ● Help and Training ● The Power of Us Hub ● NP User Group Email service providers comparison report: http://bit.ly/108cbyW
- 8. Power of Us Hub https://powerofus.force.com/pubhome Check out NPSP Group and this workbook: https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-3- Documentation Install to see in app drop-down here: https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected- App-Installation-Instructions
- 9. Local Salesforce User Groups https://success.salesforce.com/userGroups
- 10. References “Who Sees What” Videos - https://www.youtube.com/watch? v=X3Hg6OXhPO8&list=PL6747B4DAE356E17C “Reporting How To” Videos - https://www.youtube.com/playlist?list=PL0D95738791A97DF1 Email Provider Comparison Report - http://www.idealistconsulting.com/whitepaper-email- service-providers-comparison-report Sandboxes for Test Environment - https://help.salesforce.com/HTViewHelpDoc? id=create_test_instance.htm&language=en_US Data Import Videos – https://www.youtube.com/watch? v=QZMhSe8MSxI&list=PLnobS_RgN7JZaD_Fq8uh3b2AA8olsj1Qk Recurring Donation Video - https://www.youtube.com/watch?v=1JpgL_hBrEY
- 11. Wrap Up Where you can find us: 1.800.889.8675 info@idealistconsulting.com @idealistcons