Salesforce nonprofit training for your team

 

Salesforce nonprofit training for your team Delivered by cloudStack Services, access training programs to support your immediate migration and success on the Salesforce platform.

Salesforce Nonprofit Success Pack (NPSP) Basic Training

For nonprofits with limited resources, figuring out how to get started with the Salesforce platform can feel overwhelming.

But don’t worry! We’re here to help.

Get to know the basics for implementing the Salesforce NPSP and focus on the most important features unique to your organization.

You’ll Learn:

💡What is the Salesforce Nonprofit Success Pack?
💡Some of the common Salesforce terminologies
💡How Salesforce objects relate to each other (Contacts, Accounts/Households, Affiliations, Opportunities, and Campaigns)
💡Salesforce record types, learn best practices
💡General Salesforce Navigation, login and your home screen
💡Who sees what ? Discover the basics of permissions
💡Contact Records: Explore the navigation bar, list view and buttons
💡Households and accounts, setting up donor data
💡An introduction to Salesforce campaigns

https://cloudstackservices.com/salesforce-training/

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