Host: Paul Baxter, Knowledge Manager + Analyst
BOOTCAMP 101 is an introductory course for nonprofit Salesforce users. It is recommended for executive directors, development staff, administrators, volunteer coordinators, and program directors interested in leveraging the Salesforce Nonprofit Success Pack.
By the end of the bootcamp you will know how to:
– Create records for individuals and organizations
– Record donations
– Manage tasks
– Customize records
– Import data
– Launch campaigns
– Generate reports
– Create dashboards
Please bring a laptop to the training. There will be a lot of hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended.