01. Nonprofit Domain Expertise
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for fundraising and donor management.
- Automated Soft Credits
- Soft Credits Overview
- Create and Manage Donation Allocations
- Create and Manage In-Kind Gifts
- Grant Prospecting and Management with Salesforce + NPSP
- Individual Donor Management with Salesforce + NPSP
- Create and Manage Grants
- Working with Opportunity Sales Processes
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for marketing and engagement.
- TRAILHEAD: Campaign Basics
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits
- Tags
- What are Campaigns and How Do They Work?
- Set Up Campaign Hierarchies
- Mark a Contact as Do Not Contact or Deceased
- Consent Management for Nonprofit Success Pack
- Data Portability for Nonprofit Success Pack
- Getting Started: Salesforce Fundamentals for Nonprofits
- Getting Started: Configure and Customize NPSP
- Salesforce Ideas: Ability to sync tags from Pardot to Salesforce
- Manage Duplicate Data Privacy Settings Records with the Individual Object (Winter 19 Release Notes)
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for program management.
- Case Hierarchies
- What are Campaigns and How Do They Work?
- Add and Manage Organization Accounts
- Create and Manage Engagement Plans
- Web-to-Case Overview
- Set Up Web-to-Case
- Create Deduplicated Mailing Lists from a Campaign (article)
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for volunteer management.
- TRAILHEAD: Manage Volunteers for Nonprofits
- Set Up and Configure Volunteers for Salesforce
- Volunteers for Salesforce User Guide
- Recurrence Schedule Processing
- Given customer requirements, build role-based analytics that satisfy customer requirements.
- TRAILHEAD: Create and Manage Donations
- Nonprofit Success Pack Reports Workbook
- For customers seeking Salesforce resources, distinguish and rationalize the purpose for resource sites like the Power of Us Hub, Trailblazer Community, Trailhead, and
- AppExchange.
- Find Users Like You in the Solution Exchange (article) Must Read
- Trailblazer Community
- TRAILHEAD: Learn Salesforce with Trailhead
- TRAILHEAD: AppExchange Basics
- TRAILHEAD: Fundraise with Nonprofit Success Pack
- TRAILHEAD: Administer Nonprofit Success Pack (NPSP)
- Partner Community
- Using Power of Us Ideas (article)
- Solution Exchange (Power of Us Hub)