Intro to NPSP is a full day course for nonprofit Salesforce users. It is recommended for executive directors, development staff, administrators, volunteer coordinators, and program directors interested in leveraging the Salesforce Nonprofit Success Pack.

By the end of the training you will know how to:

• Create records for individuals and organizations
• Record donations
• Manage tasks
• Customize records
• Import data
• Launch campaigns
• Generate reports
• Create dashboards

2020 In-person Dates: Jan 15, Mar 11, May 13*              |              2020 Remote Dates: Feb 12, Apr 7, Jun 10, July 15

*The May 13 session was previously an in-person event that has been transitioned to a remote training.

Salesforce Reporting is a half day training recommended for intermediate-level Salesforce users.

Learn to choose, organize and present useful reports to your staff and board. Leave with an understanding of reporting best practices and the knowledge to:

• Use the Salesforce Report Builder
• Create custom lists
• Sort and filter records
• Export data
• Analyze data with reports
• Build custom report types
• Create charts and dashboards

2020 Remote dates*: Apr 22, Jun 17               |              2020 Remote dates: Jan 29, Mar 24, May 27, Jul 22

*The Apr 22 + Jun 17 sessions were previously in-person events that have been transitioned to remote trainings.

Working with Data is a half day training recommended for intermediate-level Salesforce users.

Learn how to successfully import and maintain your organization’s information by matching your data to Salesforce’s internal structure. Leave with a toolkit for managing your data in the system. Gain the confidence and knowledge to:

• Prepare data in Excel
• Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
• Execute imports
• Migrate donations and attach the data to accounts
• Migrate cases and attach data to contacts
• Add contacts to campaigns
• Execute advanced migration using External IDs to attach donations to accounts
• Insert, update and delete with a data migration tool

2020 In-person dates: Feb 26                    |                    2020 Remote dates: Apr 22, Jun 17

Managing your Salesforce Environment is a half day training recommended for Salesforce administrators.

Learn admin best practices to minimize staff frustration, increase user adoption, save resources, and maintain the quality of your data. Leave with the confidence and knowledge to:

• Maintain user and company profiles
• Manage duplicates + ensure data integrity
• Leverage automation
• Customize the Salesforce Lightning interface

2020 Remote dates: Jan 22, Mar 18, May 20