Salesforce Training For All Levels
Our suite of nonprofit Salesforce trainings range from beginner to advanced levels. Our interactive workshops are designed to meet your learning needs and help you gain Salesforce expertise.
We are pleased to offer free educational webinars focused on solving common nonprofit pain points: managing volunteers, fundraising and development reports, creating a 360-degree view of client needs and services, efficient classroom, and attendance tracking. Join us several times a month for 30 minutes of learning.
New York City Salesforce Bootcamps for Nonprofits 101 & 201
Our popular Salesforce training for nonprofit staff comes to New York for a special back-to-back training. On October 27, learn the basics of Salesforce at our Salesforce Bootcamp for Nonprofits 101. On October 28, reach your maximum Salesforce efficiency with in-depth reporting, data migration, donation acknowledgements, mass communication, and more. Join us for one or both days.
$199 – $398
Register for one or both days
Special Outcomes Management Workshop
Marketing with Salesforce for Nonprofits
Join us for a unique full-day workshop merging the best of marketing and Salesforce for nonprofits! Learn how to craft more effective communications, and execute your marketing using Salesforce.
In the morning, marketing and branding expert Michele Levy will work with participants to identify and describe their audience segments, and develop messaging and communications tactics to engage them. In the afternoon, 501Partners Salesforce Consultant Paul Baxter will teach participants how to technically accomplish donor and marketing segmentation, track communications, and integrate email marketing with Salesforce. Come ready to learn and practice!
$99 – $199
Register for an upcoming session
This morning session, facilitated by Ellen Bass of the Capacity Institute and 501Partners’ Stefanie Archer, focuses on creating manageable and sustainable systems for evaluating, measuring and improving organizational and program performance. Leave with a powerful new way of defining organizational effectiveness, and resources to advance the approach back in the office.
This training is offered in conjunction with Bootcamp PLUS: Salesforce for Case Management in the afternoon.
More sessions coming soon
Salesforce Bootcamp 101 for Nonprofits is just right for the new or relatively new Salesforce user, and is one of our most popular offerings! This intensive one-day training is extremely hands-on, giving you plenty of practice time to become familiar with the basic features of Salesforce for the nonprofit user.
Salesforce Bootcamp 201 for Nonprofits is designed to take your organization to the next level of Salesforce proficiency. Whether you’ve become familiar with Salesforce at our original Bootcamp, or you’ve gained the skills on your own, Salesforce Bootcamp 201 for Nonprofits will build your skills and help your organization reach maximum efficiency with Salesforce.
Our advanced Salesforce skills workshops offer a deep dive into specific functions of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Take one, two, or the entire workshop series to fill in your knowledge gaps and become a confident Salesforce user. Each half-day workshop includes a foundational overview of the subject, interactive subject matter training, and a walk-through of active use use cases to make the subject concrete and understandable.
Specialized training developed based on organization-specific processes and needs. Pricing varies based on training type and length. Sessions available on-site or virtual.