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Event Details
Introduction to the Salesforce Non-Profit Starter Pack
The Salesforce.com Foundation has created a set of customisations for non-profits that is designed to be the starting point for further customisation and adaptation. It allows non-profits to
- manage organisations and contacts
- manage households
- view the various affiliations that individuals would have to organisations
- view relationships between contacts
- record and manage recurring and single donations
This workshop will cover best practice customisations, and review several case studies and scenarios to help demonstrate how to use Salesforce as a database, a marketing tool, a donor management tool, a reporting tool and the implications of social media for marketing and fundraising.
Who Should Attend?
This event is equally for organisations new to Salesforce.com and those wishing to refresh their knowledge of the non profit starter pack. We will review all of the areas of the Salesforce Non-Starter Pack whilst constantly referring to established best practices and pay attention to customisation that non-profits can make to ensure they get the best out of this solution.
Prerequisites
There are no prerequisites for this course however some familiarity with Salesforce is advantageous.
Details
What to Bring: Nothing is required, though you may with to bring something to take notes with.
Where: CAN Mezzanine Old Street, 49-51 East Road, London, N1 6AH
Length: 3 hours
Cost: Free to Non Profit Organisations
When & Where
CAN Mezzanine Old Street
49-51 East Road
N1 6AH London
United Kingdom
Wednesday, 28 March 2012 from 13:30 to 16:30 (GMT)
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