How to set up Salesforce for a charity or nonprofit

Course Title: Mastering Salesforce for Charities and Nonprofits 🚀

Headline: Dive into Salesforce: Choose the Right Version, Secure Donated Licenses & Optimize for Your Cause! 🌟

Learn at Your Own Pace with Mary Butlinc

Course Overview:

Are you a charity or nonprofit looking to harness the power of Salesforce but unsure where to start? This comprehensive course is tailored specifically for organizations like yours, guiding you through the process of selecting the right Salesforce version, applying for donated licenses, and customizing your CRM setup for maximum impact. With Mary Butlinc's expertise, you'll navigate the Salesforce platform with confidence, ensuring your data is secure, your processes are streamlined, and your users are set up for success.

What You'll Learn:

• Salesforce for Nonprofits Fundamentals: Understand the basics of Salesforce and how it can revolutionize your organization's operations.

  • ✅ Free Trial vs. Donated Licenses
  • ✅ Navigating the Salesforce Nonprofit Starter Pack (NPSP)

• Customization Mastery: Learn the essential customizations that will tailor Salesforce to your nonprofit's needs.

  • ✅ Data Security Best Practices
  • ✅ Custom Reports and Dashboards
  • ✅ Workflow Optimization
  • ✅ User Experience Enhancements

• Application Process: Step-by-step guidance on applying for Salesforce donated licenses.

  • ✅ Eligibility Checklist
  • ✅ Application Tips and Tricks
  • ✅ After You're Approved: Next Steps

• Practical Implementation: Real-world examples and practical steps to implement Salesforce effectively in your organization.

  • ✅ Screenshared Demonstrations
  • ✅ Hands-On Activities
  • ✅ Best Practices for a Successful Rollout

Course Highlights:

• Expert-Led Instruction: Mary Butlinc, with years of experience in Salesforce implementations for charities, shares her knowledge and insights.

• Actionable Strategies: Tailored recommendations designed to help you maximize the benefits of Salesforce.

• Interactive Learning Experience: Engage with interactive content, real-world examples, and practical exercises.

• Security and Compliance: Learn how to protect your data and ensure clarity in your Salesforce setup from the start.

Why This Course?

• Cost-Effective Solution: Perfect for nonprofits with limited budgets or those looking to handle more of the implementation process in-house.

• Self-Guided Implementation: Empower your team to take charge of your Salesforce setup without the need for expensive consultants.

• Certification Preparation: While this course doesn't focus on certification, it provides a solid foundation that complements your preparation for the Nonprofit Cloud Consultant exam.

Who Should Enroll?

• Nonprofit and charity staff members responsible for their organization's Salesforce implementation.
• Volunteer admins or team members who wish to expand their Salesforce knowledge and skills.
• Anyone managing a Salesforce project for a nonprofit organization looking to work more independently.

Enroll Now and Transform Your Nonprofit's Capabilities with Salesforce! 🌐🤝

Take the first step towards an efficient, secure, and powerful CRM system tailored specifically for your charity or nonprofit organization. Join us today and unlock the full potential of Salesforce!