01. Nonprofit Domain Expertise

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

Leave a Reply

Your email address will not be published. Required fields are marked *