Salesforce Basics for the Accidental Admin Webinar, Day 1

Welcome to Salesforce Basics for the Accidental Administrator!

The webinar will begin shortly.

Presenter: Corinn Brown, CRM Administrator at Idealist Consulting

Introduction

Agenda

• Introduction to the Non Profit Starter Pack

• Navigation and List views

• Data Entry

• Merging Accounts and Contacts

• Activity Management & Managing Calendar

• Wrap Up

Intro to the NPSP: Standard Terms & Definitions

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

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..

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.

Contacts Individuals associated with your organization. They can be donors, volunteers, clients, students, etc.

Opportunities (Donations)

Grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction.

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.

Affiliations A close connection or association to an organization. Example: Board Member, employee, etc.

Dashboards A visual representation of your report data. It gives you a real-time snapshot of your outcome measurements and key evaluation indicators.

Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing.

Accounts

Contacts

Donations

Object RelationshipsNew Household Account Model

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.

Live Demo

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….

Agenda – Part 2

• Campaigns

• Mass Email Contacts

• Reporting/Dashboards

• Support

• Q & A

Relationships:

Data Models, Architecture (One to One vs. Bucket)

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

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

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