Length: 2 hours, Price: $75
To see available dates/times, use the “Choose a Session” drop down box below.
Class Description: Unlock the full potential of Salesforce to streamline your nonprofit’s operations and elevate your impact. In this comprehensive course, nonprofit professionals will learn how to harness the power of Salesforce’s cloud-based platform to manage donors, track donations, engage supporters, and optimize outreach efforts.
This class will guide you step-by-step through the key features of Salesforce for Nonprofits (Salesforce Nonprofit Success Pack), offering hands-on experience with customizing your Salesforce to meet your organization’s unique needs. You’ll gain practical skills in using Salesforce to manage your constituent database, track fundraising campaigns, run reports, and automate processes to increase efficiency.
Key topics include:
- Setting up and customizing Salesforce for your nonprofit’s mission
- Managing donor relationships and tracking contributions
- Creating and managing fundraising campaigns, events, and volunteers
- Using Salesforce reports and dashboards to track progress and measure success
- Automating communication workflows and improving engagement
- Best practices for data management, privacy, and security
Whether you’re new to Salesforce or looking to deepen your knowledge, this class will give you the tools to optimize your nonprofit’s fundraising, communications, and overall mission effectiveness using Salesforce.
- Live Online Seminars
- Simple Connection, No Special Requirements
- Limited Class Size to Ensure Meaningful Participation
- Open to All
We have morning, afternoon and evening classes available. See the drop-down menu in the section below to find available classes.
Register
Classes are listed using Eastern Time:
If you do not receive a confirmation email after registering, please contact us at [email protected].