This hands-on Salesforce.com CRM training session is targeted at nonprofit organization staff new to Salesforce or considering using the platform for their data management. The class is 3 hours long and will have a single 30min break.At the end of this class, participants will be able to:Understand components of the Nonprofit Starter PackFind information quickly and efficientlyCreate a view to customize a list of ContactsEdit Household Naming conventionsCreate Tasks and EventsEnter and edit Contacts, Accounts, Donations/Opportunities and CampaignsUnderstand how to create and use Affiliations and RelationshipsUse Campaigns to group Contacts and communicate using Mail MergeRun and edit standard predefined reports and dashboards You will receive a confirmation with any additional details by Feb 13th.The training will be facilitated by Charles Kahle, owner and principal consultant at Kahle Technology Systems.Currently technology instructor at South Seattle Community College, Charlie taught the Salesforce Foundations Class for NPower for several years.Charlie works with nonprofit organizations throughout the area assisting with Microsoft Office Products and migrations to Salesforce. A former Microsoft Product Manager and Technical Sales Representative, he has several years of experience working with businesses and their technology needs. Sponsored by 501 Commons
206-682-6704 | www.501Commons.orgA resource for nonprofits. A partner for philanthropy.
Non-Member Single Registration 158.49
Member Single Registration 132.24
Member Multiple Registrations 105.99