Salesforce Bootcamp PLUS

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific feature of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house.

Each half-day workshop opens with an overview of the subject, walks through active use use cases to make the subject concrete and understandable, and includes plenty of time for hands-on learning and Q&A.

New to Salesforce and seeking a one-day Salesforce for Nonprofits overview? Check out our Salesforce Bootcamp 101 for Nonprofits, offered monthly.

Salesforce Training For All Levels of Nonprofit Organizations

October Events

Salesforce Toolbox for Admins

Salesforce Toolbox for Admins

Dive into the most common and frequently-used Salesforce administrator functions in this hands-on nonprofit Salesforce skills building workshop. Learn how to add and remove users, edit and create profiles, merge data, and export data securely.

September 23rd

Salesforce for Event Management: Click & Pledge and more

Salesforce for Event Management: Click & Pledge and More

Let Salesforce help you track attendance, donors, and activities in the most efficient way possible and give you time to schmooze. Learn how to use native Salesforce tools like Campaigns, third-party apps, Click and Pledge Events, Eventbrite, and other well-known tools like a pro.

October 21st

November Events

Salesforce Toolbox for Admins

Salesforce for Case Management

Track and report interactions with program participants to efficiently manage cases, track client progress, and showcase success. Learn how to capture successful interactions so that you have a comprehensive 360-degree view of your clients and their services.

November 18th

DIY Salesforce Data Migration

DIY Salesforce Data Migration

Learn how to transfer data from your old database into Salesforce without the stress. Successful data migration requires preparing the data in a format that Salesforce can accept. You will walk through step-by-step how to implement time-saving techniques, match your data to Salesforce’s internal structure, and navigate several free data migration tools with ease.

November 18th

December Events

Salesforce Advanced Reporting

Salesforce Advanced Reporting

Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what’s trending. Learn how to choose, organize and present the most common reports that any nonprofit admin will use, and ultimately how to present your data to others in your organization.

December 16th

Form Assembly for Salesforce

Form Assembly for Salesforce

Find out why Form Assembly is one of the most effective and useful apps for building forms and surveys for your web and email, connected to Salesforce, and why we love its secret powers to avoid data duplication. In this workshop, learn how to set up basic and complex forms and surveys, customize responses, integrate Form Assembly with Salesforce, direct information into several objects from a single form, and avoid data duplication.

December 16th

January 2017 Events

Salesforce for Case Management

Salesforce for Case Management

Track and report interactions with program participants to efficiently manage cases, track client progress, and showcase success. Learn how to capture successful interactions so that you have a comprehensive 360-degree view of your clients and their services. This afternoon training will be offered in conjunction with Measuring, Evaluating & Improving Nonprofit Effectiveness in the morning.

January 13th

Mass Emailing with Salesforce

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. Learn how to use Salesforce to create automated emails that assign tasks, respond to requests, pass information to the right staff person, and respond to constituents.

January 20th

February 2017 Events

Salesforce Advanced Reporting

Salesforce Advanced Reporting

Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what’s trending. Learn how to choose, organize and present the most common reports that any nonprofit admin will use, and ultimately how to present your data to others in your organization.

February 17th

Form Assembly for Salesforce

Form Assembly for Salesforce

Find out why Form Assembly is one of the most effective and useful apps for building forms and surveys for your web and email, connected to Salesforce, and why we love its secret powers to avoid data duplication. In this workshop, learn how to set up basic and complex forms and surveys, customize responses, integrate Form Assembly with Salesforce, direct information into several objects from a single form, and avoid data duplication.

February 17th

March 2017 Events

Salesforce for Case Management

Salesforce for Case Management

Track and report interactions with program participants to efficiently manage cases, track client progress, and showcase success. Learn how to capture successful interactions so that you have a comprehensive 360-degree view of your clients and their services. This afternoon training will be offered in conjunction with Measuring, Evaluating & Improving Nonprofit Effectiveness in the morning.
DIY Salesforce Data Migration

DIY Salesforce Data Migration

Learn how to transfer data from your old database into Salesforce without the stress. Successful data migration requires preparing the data in a format the Salesforce can accept. You will walk through step-by-step how to implement time-saving techniques, match your data to Salesforce’s internal structure, and navigate several free data migration tools with ease.
Salesforce for Event Management: Click & Pledge and more

Salesforce for Event Management: Click & Pledge and More

Let Salesforce help you track attendance, donors, and activities in the most efficient way possible and give you time to schmooze. Learn how to use native Salesforce tools like Campaigns, third-party apps, Click and Pledge Events, Eventbrite, and other well-known tools like a pro.

April 2017 Events

Salesforce Advanced Reporting

Salesforce Advanced Reporting

Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what’s trending. Learn how to choose, organize and present the most common reports that any nonprofit admin will use, and ultimately how to present your data to others in your organization.

Salesforce Toolbox for Admins

Salesforce Toolbox for Admins

Dive into the most common and frequently-used Salesforce administrator functions in this hands-on nonprofit Salesforce skills building workshop. Learn how to add and remove users, edit and create profiles, merge data, and export data securely.

May 2017 Events

Mass Emailing with Salesforce

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. Learn how to use Salesforce to create automated emails that assign tasks, respond to requests, pass information to the right staff person, and respond to constituents.
DIY Salesforce Data Migration

DIY Salesforce Data Migration

Learn how to transfer data from your old database into Salesforce without the stress. Successful data migration requires preparing the data in a format the Salesforce can accept. You will walk through step-by-step how to implement time-saving techniques, match your data to Salesforce’s internal structure, and navigate several free data migration tools with ease.

June 2017 Events

Salesforce Toolbox for Admins

Salesforce Toolbox for Admins

Dive into the most common and frequently-used Salesforce administrator functions in this hands-on nonprofit Salesforce skills building workshop. Learn how to add and remove users, edit and create profiles, merge data, and export data securely.
Salesforce Advanced Reporting

Salesforce Advanced Reporting

Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what’s trending. Learn how to choose, organize and present the most common reports that any nonprofit admin will use, and ultimately how to present your data to others in your organization.