Salesforce Toolbox for Admins
Learn the most common and frequently-used Salesforce administrator functions in this hands-on nonprofit Salesforce skills building workshop.
Many organizations find having a Salesforce system administrator on-site to be advantageous, not to mention cost-effective. We will walk through active use cases, and discuss some of the most commonly-asked questions about nonprofit Salesforce system administration. Come ready to practice, ask your questions, and learn alongside your peers.
You’ll leave knowing how to use Salesforce to support your program, organization, and staff data needs. Participants will finish the day with the confidence and knowledge 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
Who should take this bootcamp?
This half-day training is designed for the relatively new nonprofit Salesforce admin who wants to become confident using with the most common and frequently-used Salesforce administrator functions.
Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Please contact us at (978) 232-9200 if you have any questions about this requirement.