Please watch the videos and perform the Trailhead exercises in the order in which they are presented below, as each builds on the other. However, you’ll notice that some sections are titled “GJP Programs” while others are “GJP Development” – feel free to skip the sections that don’t apply to you.
The “Trailhead” is what Salesforce calls their training tutorials. Trailheads are how you learn Salesforce.
One final note: You’ll find that many of the videos below are simply short overviews of a topic that the corresponding Trailhead covers in detail. It’s not necessary to watch the videos first, but the videos are all very short and provide a quick context for what you’ll be learning in the Trailhead.
Sandbox URL: https://test.salesforce.com/
Salesforce Documentation
- Get Started with Salesforce — This is a good starting place if you’re short on time and aren’t a visual learner.
Basic Salesforce
- Nonprofit Success Pack (NPSP) for Salesforce – Video (3:39) — Salesforce calls the nonprofit version of their software the “Nonprofit Success Pack” (NPSP). This is their Program Management introductory video.
- Let’s Take it for a Spin – Video (4:26) — A quick, general overview of the standard Salesforce app, without any customizations.
- Trailhead Basics – Trailhead — Not necessary, but helpful if you have time. An introduction on how to use Trailhead.
- Salesforce User Basics – Trailhead — The most important tutorial on this whole page. Do not skip this tutorial!
- Glossary of Terms — I encourage everyone to at least read through this once. The Salesforce naming conventions are very different from GJP’s, and in many cases it was not possible to change that nomenclature, so you will be faced with unfamiliar terminology for familiar GJP processes.
The Home Page
- Personalizing Your Home Page – Video (7:15)
Provide Feedback
- How to give me feedback – Video (12:13)
Search and List Views
- Search in Salesforce – Video (2:50)
- Find Your Stuff With Search – Trailhead
- Working With List Views – Video (4:06)
- Create and Customize List Views – Trailhead
Contacts
- Add a New Contact and Household – Video (1:29)
- Add a Contact to an Existing Household – Video (2:42)
- Create a Contact and Associated Household Account – Trailhead
- Override a Default Contact Address – Video (2:30)
- Merge Duplicate Contacts – Video (2:40)
Households & Organizations
- Automatic Household Naming – Video (3:49)
- Add a Contact to an Existing Household – Video (2:42)
- Edit Household and Contact Information – Trailhead
- Seasonal Addresses — Good for incarcerated clients and clients with temporary housing – Video (1:46)
- Manage Relationships – Video (2:43)
- Add New Relationship Types – Video (2:16)
Activities, Notes & Files
- Lightning Experience Productivity – Trailhead
Reports
- Build a Report – Video (3:49)
- How to Use Cross Filters – Video (4:34)
- Analyze Your Data with Reports and Dashboards – Trailhead
GJP Programs — Contacts/Intake
- Contacts & Intake Process – Video (12:47)
GJP Programs — Criminal Records/Criminal Defense/Social Services
- Criminal Records, Criminal Defense & Social Services – Video (12:13)
GJP Development
Because Salesforce was built with sales in mind, there is significantly more training materials on fundraising & development than on program management. Therefore, I have just gathered everything that looks like it might be of interest and dropped them into the two categories below. These are not intended to be consumed in the order presented. I recommend just browsing through these and learning in the order you choose.
Trailheads
Videos
- Live Demo: Nonprofit Fundraising – Video (16:55)
- Fundraising with Salesforce NPSP – Video (2:49)
- Use Tasks to Boost Productivity – Video (4:13)
- Seasonal Addresses – Video (1:46)
- Organizational Primary Contact – Video (1:49)
- Add Organizational Affiliations – Video (2:32)
- Convert a Lead – Video (2:58)
- Work Your Opportunities and Manage Your Pipeline – Video (4:09)
- Custom Opportunity Naming – Video (3:07)
- Tribute Opportunities – Video (2:22)
- Create and Manage Grants – Video (3:40)
- Matching Gifts – Video (3:29)
- Manage Soft Credits – Video (1:47)
- Levels – Video (2:52)
- Engagement Plans – Video (2:41)
- Customizable Rollups Overview – Video (2:50)
- Donation Acknowledgments – Video (2:17)
- Automatic Campaign Member Management – Video (3:14)
- Manage Multiple-Payments in NPSP – Video (1:54)
- Create or Modify GAU Allocations – Video (1:36)
- Make Data-Driven Decisions with Reports and Dashboards – Video (2:44)
- How Salesforce.org Marketing Uses Salesforce to Engage Prospects & Customers – Video (21:37)