How to set up Salesforce for a charity or nonprofit

Learn how to choose the right Salesforce version, apply for donated licenses and optimise Salesforce for success.

4.75 (6 reviews)
Udemy
platform
English
language
Other
category
instructor
34
students
3.5 hours
content
Oct 2022
last update
$64.99
regular price

What you will learn

Understand the different types of Salesforce options available for charities or nonprofits

How to sign up to a free trial of the Salesforce Nonprofit Success Pack (NPSP)

How to apply for the 10 donated Salesforce User Licences that Salesforce gives to charities / nonprofits

Setting up your charity / nonprofit for success - top tips for setting changes and tweaks

Description

This course is to help charities and nonprofits around the world to understand how to sign up for the Salesforce donated licences and customise Salesforce to set the system up for a successful rollout to users.  The focus of the course is on the free trial, application and the customisations we recommend for all nonprofits.  I have completed numerous Salesforce implementations for charities and worked with existing Salesforce organisations and the customisation tricks are a list I've created since 2015 of things I know will help lead to a successful project.


This course is not designed to help you take or pass the Nonprofit Cloud Consultant Certification and it doesn't focus on the exam.  However, you may find it useful background information if you are working towards this.  The focus of the course is much more around the practical implementation of Salesforce for nonprofits / charities.


During the course, I will screenshare and walk through the exact steps you need to go through to implement and customise Salesforce.  Salesforce does work perfectly well 'out of the box' but there are certain customisations that I think really help make Salesforce more fun and more robust.  We include recommendations for data security and clarity which will protect data and save confusion later on in your Salesforce journey.


Salesforce offers 10 completely free Salesforce user licences to eligible charities/nonprofits so if you work in an organisation with 10 or less employees then Salesforce is a perfect fit.  Salesforce recommend working with an implementation consultant to maximise the benefits you can gain from the system.  We've created this course for organisations that would like to implement Salesforce themselves, perhaps because there is no budget available to use a consultant.  It would also benefit anyone who is managing a Salesforce implementation for a nonprofit or who would like to take on more of the work in-house.

Content

Introduction

Introduction

Which Salesforce version should you choose for a nonprofit or charity?

Overview of Salesforce versions

Salesforce Nonprofit Success Pack (NPSP) Free Trial

How to sign up to the Free Trial of Salesforce Nonprofit Success Pack (NPSP)

Apply for 10 donated Salesforce licences

Checking you are Eligible for Donated Licences
Preparing for your Application
Applying for the donated licenses

Top tips for setting up your charity / nonprofit for success in Salesforce

Introduction to my top tips for Salesforce
Improve Data Quality - if you only make one change, change the Household Naming
Brand your Salesforce Org
Customise Fields & Set Field History Tracking
Manage Security & Backups
Salesforce Chatter
Company Information & Health Check
Set up Marketing Consent & Consider GDPR
Email Deliverability & Integration

Screenshots

How to set up Salesforce for a charity or nonprofit - Screenshot_01How to set up Salesforce for a charity or nonprofit - Screenshot_02How to set up Salesforce for a charity or nonprofit - Screenshot_03How to set up Salesforce for a charity or nonprofit - Screenshot_04

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4945516
udemy ID
10/25/2022
course created date
11/5/2022
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