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.
Salesforce Bootcamp for Nonprofits Training Team #WOCinTech
Salesforce Training For All Levels of Nonprofit Organizations
May 31 @ 5:00 pm – 7:00 pm Cafeteria Boston
You’re invited to join 501Partners for a happy hour to connect with other nonprofits, learn about innovative ways to use Salesforce, and enjoy appetizers and drinks on us! Cafeteria Boston is just one short block[...]
Jun 1 @ 12:00 pm – 12:30 pm Virtual
Click & Pledge Events combines the financial power of standard Click & Pledge with a fully-featured events management tool. This webinar will show you how to use C&P Events’ built-in form building tool, shopping cart,[...]
Jun 2 @ 9:00 am – 4:00 pm 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power? If yes, we have a great event for you – our[...]
Jun 15 @ 12:00 pm – 12:30 pm Virtual
Click & Pledge Events combines the financial power of standard Click & Pledge with a fully-featured events management tool. This webinar will show you how to use C&P Events’ built-in form building tool, shopping cart,[...]
Jun 16 @ 9:00 am – 12:00 pm 501Partners
Salesforce Toolbox for Admins Many organizations find having a Salesforce system administrator on site to be advantageous, not to mention cost-effective. This half-day training is designed for the relatively new nonprofit Salesforce admin who wants[...]
Jun 16 @ 1:00 pm – 4:00 pm 501Partners
Salesforce Advanced Reporting Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the[...]
Jun 29 @ 12:00 pm – 12:30 pm virtual
Roll Call is a custom solution designed by 501Partners with educators, trainers and event planners in mind, making attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this[...]
Jul 13 @ 12:00 pm – 12:30 pm 501Partners
An effective volunteer management solution eases the workload burden around scheduling, reporting, and communicating with your volunteer network. Join this webinar to learn how our efficient solutions allow you to focus on nurturing and enhancing[...]
Jul 14 @ 9:00 am – 4:00 pm 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power? If yes, we have a great event for you – our[...]
Jul 21 @ 9:00 am – 12:00 pm 501Partners
Bootcamp Plus: Form Assembly with Salesfoce Find out why Form Assembly is one of the most effective and useful Salesforce-integrated apps for building forms and surveys for web and email. Form Assembly does more than[...]
Jul 21 @ 1:00 pm – 4:00 pm 501Partners
Bootcamp Plus: Mass Emailing with Salesforce Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added[...]
Jul 27 @ 12:00 pm – 12:30 pm Virtual
An effective volunteer management solution eases the workload burden around scheduling, reporting, and communicating with your volunteer network. Join this webinar to learn how our efficient solutions allow you to focus on nurturing and enhancing[...]
Aug 3 @ 12:00 pm – 12:30 pm Virtual
This webinar is geared towards organizations with call centers and one-on-one counseling services. We’ll look at native tools available within email platforms and customization ideas to help streamline processes and track client milestones.
Aug 4 @ 9:00 am – 4:00 pm 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power? If yes, we have a great event for you – our[...]
Sep 15 @ 9:00 am – 12:00 pm 501Partners
Salesforce includes many powerful tools to communicate with your constituents — email templates, letterhead, automatic responses, etc. You can also integrate Salesforce with your favorite mass mailing tool such as MailChimp or Constant Contact.  This[...]
Dec 15 @ 1:00 pm – 4:00 pm 501Partners
Salesforce includes many powerful tools to communicate with your constituents — email templates, letterhead, automatic responses, etc. You can also integrate Salesforce with your favorite mass mailing tool such as MailChimp or Constant Contact.  This[...]
Measuring, Evaluating & Improving Nonprofit Effectiveness

Measuring, Evaluating & Improving Nonprofit Effectiveness

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.

$99

More sessions coming soon
501Webinars

501 Webinars

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.

Jun
1
Thu
Click & Pledge for Payments in Salesforce @ Virtual
Jun 1 @ 12:00 pm – 12:30 pm
Click & Pledge for Payments in Salesforce @ Virtual
Click & Pledge Events combines the financial power of standard Click & Pledge with a fully-featured events management tool. This webinar will show you how to use C&P Events' built-in form building tool, shopping cart, and donor levels, and how to use its integration with Salesforce to capture and report data on all your event attendees.
Jun
15
Thu
Click & Pledge for Events in Salesforce @ Virtual
Jun 15 @ 12:00 pm – 12:30 pm
Click & Pledge for Events in Salesforce @ Virtual
Click & Pledge Events combines the financial power of standard Click & Pledge with a fully-featured events management tool. This webinar will show you how to use C&P Events' built-in form building tool, shopping cart, and donor levels, and how to use its integration with Salesforce to capture and report data on all your event attendees.
Jun
29
Thu
Roll Call & Attendance in Salesforce @ virtual
Jun 29 @ 12:00 pm – 12:30 pm
Roll Call & Attendance in Salesforce @ virtual
Roll Call is a custom solution designed by 501Partners with educators, trainers and event planners in mind, making attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation, with fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Salesforce Bootcamp 101 for Nonprofits

Salesforce Bootcamp 101 for Nonprofits

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.

Jun
2
Fri
Bootcamp 101 @ 501Partners
Jun 2 @ 9:00 am – 4:00 pm
Bootcamp 101 @ 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform's power? If yes, we have a great event for you - our Salesforce Bootcamp 101 for Nonprofits! At 501Partners, we're experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations. By the end of the bootcamp you will know how to:
  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards
Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors -x-x-x-x- What attendees have said about Bootcamp "Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce." "I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!" "Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization." "Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He's very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions." "Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies."
Jul
14
Fri
Bootcamp 101 @ 501Partners
Jul 14 @ 9:00 am – 4:00 pm
Bootcamp 101 @ 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform's power? If yes, we have a great event for you - our Salesforce Bootcamp 101 for Nonprofits! At 501Partners, we're experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations. By the end of the bootcamp you will know how to:
  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards
Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors -x-x-x-x- What attendees have said about Bootcamp "Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce." "I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!" "Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization." "Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He's very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions." "Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies."
Aug
4
Fri
Bootcamp 101 @ 501Partners
Aug 4 @ 9:00 am – 4:00 pm
Bootcamp 101 @ 501Partners
Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform's power? If yes, we have a great event for you - our Salesforce Bootcamp 101 for Nonprofits! At 501Partners, we're experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations. By the end of the bootcamp you will know how to:
  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards
Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors -x-x-x-x- What attendees have said about Bootcamp "Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce." "I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!" "Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization." "Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He's very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions." "Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies."

Salesforce Bootcamp PLUS for Nonprofits

Salesforce Bootcamp PLUS

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.

Jun
16
Fri
Salesforce Toolbox for Admins @ 501Partners
Jun 16 @ 9:00 am – 12:00 pm
Salesforce Toolbox for Admins @ 501Partners | Boston | Massachusetts | United States
Salesforce Toolbox for Admins Many organizations find having a Salesforce system administrator on site to be advantageous, not to mention cost-effective. This half-day training is designed for the relatively new nonprofit Salesforce admin who wants to be a confident user of the most helpful and frequently-used Salesforce functions. You'll leave knowing how to administer Salesforce to support your program, organization, and staff data needs. Come ready to practice adding, ask your questions, and learn alongside your peers. We will walk through active use cases, and discuss some of the most commonly-asked questions about nonprofit Salesforce system administration. Finish the workshop with confidence and the ability to:
  • Add and Remove Users
  • Create a Company Profile
  • Edit Profiles
  • Use Data Securely
  • Export Your Data Safely and Efficiently
  • Merge Contacts and Accounts
  • De-duplicate Contacts Without Stress
This workshop is offered in conjunction with Bootcamp Plus: Salesforce Advanced Reporting. Sign up for a single session, or both for a heightened Salesforce learning experience. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Contact us at (978) 232-9200 if you have any questions about this requirement.
A Few Details: Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce). Note: Chromebooks and tablets are not recommended. We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: http://501partners.com/contact-us/directions/ We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.
Salesforce Advanced Reporting @ 501Partners
Jun 16 @ 1:00 pm – 4:00 pm
Salesforce Advanced Reporting @ 501Partners
Salesforce Advanced Reporting Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future! We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports. Leave with the confidence and knowledge to:
  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement. This half-day training is offered in conjunction with Bootcamp Plus: Salesforce Admin Toolbox. Sign up for a single session, or both for a heightened Salesforce learning experience.
About Bootcamp Plus: Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions. All of our bootcamps are taught by our Director of Training, Paul Baxter.
A Few Details: Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce). Note: Chromebooks and tablets are not recommended. We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: http://501partners.com/contact-us/directions/ We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.
Jul
21
Fri
Salesforce with Form Assembly @ 501Partners
Jul 21 @ 9:00 am – 12:00 pm
Salesforce with Form Assembly @ 501Partners | Boston | Massachusetts | United States
Bootcamp Plus: Form Assembly with Salesfoce Find out why Form Assembly is one of the most effective and useful Salesforce-integrated apps for building forms and surveys for web and email. Form Assembly does more than just dump data into Salesforce, it recognizes when a Contact or Account already exists, avoiding duplication. Furthermore, while other tools may be able to create Leads or Accounts, Form Assembly allows the user to direct information into several objects from a single form, including Contacts, Campaigns, Cases, and even Custom Objects. Leave with the confidence and knowledge to:
  • Open a Form Assembly account
  • Integrate Form Assembly with your Salesforce instance
  • Create both single and multiple page forms
  • Create a simple one-object form and multiple object forms
  • Avoid data duplication
  • Customize the response page
  • Use if-then logic to direct content to different users
  • Use Form Assembly’s prefill connector to allow users to update their own data within Salesforce
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement. This training is offered in conjunction with Bootcamp Plus: Salesforce for Event Management. Sign up for a single session, or both for a heightened Salesforce learning experience.
About Bootcamp Plus: Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions. All of our bootcamps are taught by our Director of Training, Paul Baxter.
A Few Details: Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce). Note: Chromebooks and tablets are not recommended. We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: http://501partners.com/contact-us/directions/
Mass Emailing with Salesforce @ 501Partners
Jul 21 @ 1:00 pm – 4:00 pm
Mass Emailing with Salesforce @ 501Partners | Boston | Massachusetts | United States

Bootcamp Plus: Mass Emailing with Salesforce

Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop! Leave with the confidence and knowledge to:
  • Create an Email Template
  • Automatically assign tasks, respond to requests, and forward information to the right staff person
  • Create a workflow (automation) to acknowledge a gift
  • Create a workflow to inform a gift has been made
  • Download and install the free connector for a mass emailing tool
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement. This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS workshop: Salesforce with FormAssembly. Sign up for one or both workshops!
Sep
15
Fri
Mass Emailing with Salesforce @ 501Partners
Sep 15 @ 9:00 am – 12:00 pm
Mass Emailing with Salesforce @ 501Partners | Boston | Massachusetts | United States
Salesforce includes many powerful tools to communicate with your constituents — email templates, letterhead, automatic responses, etc. You can also integrate Salesforce with your favorite mass mailing tool such as MailChimp or Constant Contact.  This webinar demonstrates both native and non-native options for managing email communication to current and prospective donors and constituents.
Dec
15
Fri
Form Assembly @ 501Partners
Dec 15 @ 1:00 pm – 4:00 pm
Form Assembly @ 501Partners | Boston | Massachusetts | United States
Salesforce includes many powerful tools to communicate with your constituents — email templates, letterhead, automatic responses, etc. You can also integrate Salesforce with your favorite mass mailing tool such as MailChimp or Constant Contact.  This webinar demonstrates both native and non-native options for managing email communication to current and prospective donors and constituents.

Custom Salesforce Training for Nonprofits

Custom Training

Specialized training developed based on organization-specific processes and needs. Pricing varies based on training type and length. Sessions available on-site or virtual.