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Salesforce for Nonprofits Overview

September 25 @ 1:00 pm 2:00 pm EDT

Learn how Salesforce and the Nonprofit Success Pack (NPSP) empowers organizations to gain 360° view of your donors, volunteers, and constituents and also improve the administration of donations, grants, and gifts.

Free
Price / Duration
  • Workshop Cost: $199 USD FREE!
  • Duration: 60 Minute Overview

This Course is Ideal for:
  • Nonprofits new to Salesforce
  • Nonprofits exploring or would like to explore a new CRM
  • Consultants that support Nonprofit Salesforce Implementations
Topics:
  • Overview of Salesforce & NPSP
  • NPSP v.s. Nonprofit Cloud
  • Tracking Individuals & Organizations
  • Constituent Management
  • Tracking Gifts & Grants
  • Tracking Payments, Restricted, and Unrestricted Funds
  • Aggregates, Reports, & Dashboards
Prerequisites

None

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