Webinar Alert! Salesforce Basics for the Accidental Administrator, Sept. 18-19


Do you struggle with getting Salesforce information into reports? You know it’s in there, you can see it, but you just can’t get it into that silly report! Do you have donors who are also board members of nonprofits you partner with, and you’d like to capture those relationships in your database?

You are not alone. One of the most common comments about Salesforce is that it seems to have so much potential, but many users struggle with basic functions like reporting and affiliations. It is easy to get overwhelmed by all the potential value of customized data and free apps and forget to focus on the basics that your boss needed yesterday.

We are here to help. On September 18-19, Idealist Consulting is offering an $85 webinar series called “Salesforce Basics for the Accidental Administrator,” covering the basics of native Salesforce functionality as it relates to the Nonprofit Starter Pack. This training is designed for the “accidental admin”. This could be anyone from entry-level Salesforce employees to board members to volunteers.

In this live training webinar series, you’ll learn:

  • How to navigate the Nonprofit Starter Pack
  • Data entry and Activity Management within native Salesforce functionality
  • How to use Campaigns
  • How to build Reports, and Dashboards

Register now!

There will be an online Q&A forum linked to this training. Idealist Consulting also plans to offer an enhanced training later this fall covering more advanced functionality.

About Kirsten Kippen

Kirsten joined Idealist Consulting after 8 years of intercultural communications experience in both the nonprofit and private sectors. She enjoys helping organizations advance their missions through tech solutions and her specialties include training, content marketing, and event management. A lifelong Northwesterner based in Portland, Kirsten enjoys exploring the nearby mountains and local food scene in her spare time.

One comment

  1. Susan Kenna Wright

    What a great resource.

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