salesforce basics for the accidental admin webinar, day 1
DESCRIPTION
Agenda: Introduction to the Non Profit Starter Pack Navigation and List views Data Entry Merging Accounts and Contacts Activity Management & Managing Calendar Wrap UpTRANSCRIPT
![Page 1: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/1.jpg)
Welcome to Salesforce Basics for the Accidental Administrator!
The webinar will begin shortly.
![Page 2: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/2.jpg)
Presenter: Corinn Brown, CRM Administrator at Idealist Consulting
Introduction
![Page 3: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/3.jpg)
Agenda
• Introduction to the Non Profit Starter Pack
• Navigation and List views
• Data Entry
• Merging Accounts and Contacts
• Activity Management & Managing Calendar
• Wrap Up
![Page 4: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/4.jpg)
Intro to the NPSP: Standard Terms & Definitions
![Page 5: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/5.jpg)
CRM: A definition
• Customer Relationship Management– Is a disciplined business strategy to create and
sustain long-term, profitable customer relationships
– Salesforce.com is a CRM System
![Page 6: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/6.jpg)
Definitions
1 Search Bar Located in the top center of your salesforce.com Organization to find information such as Donors, Donations, Campaigns, Reports, etc.
2 Tabs (or Objects)
The core navigation within salesforce.com are the ‘tabs’ at the top of the page. Tabs contain Contacts, Accounts, Opportunities, etc..
3 Tasks A way to track activities in salesforce.com. Calls, emails, meetings, etc..
![Page 7: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/7.jpg)
Accounts (Organizations)
An organization, company, or partner that you want to track — for example, a partner organization, a Foundation, another nonprofit, a school, or a company where your contact is employed.
![Page 8: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/8.jpg)
Contacts Individuals associated with your organization. They can be donors, volunteers, clients, students, etc.
![Page 9: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/9.jpg)
Opportunities (Donations)
Grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction.
![Page 10: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/10.jpg)
CampaignsCampaigns are a series of tactics and/or programs designed to achieve a certain organizational objective. For nonprofits, this objective might be fundraising, calls to action, client outreach, education, volunteer management or raising awareness. And it might include tactics like mass email, events, direct mail, and advertising.
![Page 11: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/11.jpg)
Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.
![Page 12: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/12.jpg)
Dashboards A visual representation of your report data. It gives you a real-time snapshot of your outcome measurements and key evaluation indicators.
![Page 13: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/13.jpg)
Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing.
Accounts
Contacts
Donations
![Page 14: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/14.jpg)
Object RelationshipsNew Household Account Model
![Page 15: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/15.jpg)
Two Types of ContactsOrganizational Contacts: Contacts that you deal with or are associated with only through that Organization. These contacts work for that Organization.
Example: You are working with Idealist Consulting, Janna Cenko would be a Contact within that Organization.
Native Salesforce.com Business to Business setup verses a Business to Consumer model.
Personal Basis: Volunteers, Donors, Board Members.
![Page 16: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/16.jpg)
Live Demo
![Page 17: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/17.jpg)
Agenda
• Introduction to the Non Profit Starter Pack
• Navigation and List views
• Data Entry
• Merging Accounts and Contacts
• Activity Management & Managing Calendar
• Email Templates
• COMING UP….
![Page 18: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/18.jpg)
Agenda – Part 2
• Campaigns
• Mass Email Contacts
• Reporting/Dashboards
• Support
• Q & A
![Page 19: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/19.jpg)
Relationships:
![Page 20: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/20.jpg)
![Page 21: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/21.jpg)
Data Models, Architecture (One to One vs. Bucket)
![Page 22: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/22.jpg)
Data Models: One-to-One Model
A ‘mirror’ account is automatically created for each contact.
Selecting the Account Name automatically takes you back to the contact.
Joe McGrubb
Joe McGrubb
Bucket Account Model
All individuals are grouped into one account named ‘Individual.
Selecting the Account Name takes you to that ‘Individual’ Account.
IndividualJoe McGrubb
Household Account Model
A Household Account is automatically created for each contact. Multiple Contacts can be added to this account.
Households are no longer a separate object
McGrubb Household
Joe McGrubb
![Page 23: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/23.jpg)
Data Models: One-to-OneIn the One-to-One Account Model, individuals are assigned a ‘mirror’ account. When you select the Account Name you are redirected to contact page.
Pros:• Better reporting functionality• Outside app (mostly) work smoother• More in-depth information about your contacts
Cons:• When merging individuals you have to use NPSP interface• Slightly more confusing
![Page 24: Salesforce Basics for the Accidental Admin Webinar, Day 1](https://reader033.vdocuments.mx/reader033/viewer/2022061208/548b7ce5b47959e7248b4570/html5/thumbnails/24.jpg)
Data Models: BucketIn the Bucket Account Model, individual contacts are automatically assigned to a 'bucket' account which holds all contacts without an organization.
Pros:• Less confusing
Cons:• Less scalable• Reporting more difficult• Less detailed information about your contacts