Scheduled and customized at client’s request

Salesforce is a powerful customer relationship management (CRM) platform that can help nonprofits manage their donor relationships, fundraising campaigns, and program management. This course is designed to introduce Salesforce for nonprofits, covering the key features and functionality that can be used to improve organizational efficiency and effectiveness. In this course, you will learn the basics of Salesforce and how it can be used for nonprofit
organizations. You will learn how to create and manage donor records, track donations, and manage fundraising campaigns using Salesforce. You will also learn how to use Salesforce to manage programs, volunteers, and events.

The course will cover the different components of Salesforce, including the dashboard, reports, and workflows. You will learn how to customize the platform to fit the specific needs of your nonprofit organization, such as creating custom fields and building custom reports. Throughout the course, you will have hands-on experience with Salesforce, with practical exercises that will allow you to apply the concepts covered in the course to real-world nonprofit scenarios. You will also have access to a Salesforce instance for the course, where you can practice using Salesforce and experiment with the platform.