Salesforce for Nonprofits Overview

MARCH 26
VIRTUAL EVENT

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.

Price / Time / Duration

  • Workshop Cost: $199 USD FREE!
  • Time: 1:00 pm – 2:00 pm EST
  • 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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