salesforce training workbook final
TRANSCRIPT
Buffalo Urban League
Salesforce End User Workbook
Summer 2016
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Salesforce Terminology Basics Admin: The user in charge managing, customizing, and expanding Salesforce overall.
Responsible for more complicated processes such as entering certain types of donations,
creating mail and email merge templates, managing all automation, and updating security,
among other things. Users should contact the admin with Salesforce problems or any potential
expansions for Salesforce.
End user: End users utilize Salesforce for everyday business and manage the basic everyday
processes of saving contacts, receiving income, and performing tasks.
App: Short for “application.” A collection of components such as tabs, reports, dashboards,
and pages that address a specific business need. The Buffalo Urban League app is specifically
designed for nonprofits and customized to fit our needs. It is called BUL Development.
Object: An object allows you to store information in your Salesforce organization. The object is
the overall definition of the type of information you are storing. For example, the contact
object allows you to store information regarding individual contacts. For each object, your
organization will have multiple records that store the information about specific instances of
that type of data. For example, you might have a contact record to store the information about
Joe Smith and another case record to store the information about Mary Johnson.
Record: A single instance of a Salesforce object. For example, “John Jones” might be the name
of a contact record.
Account: An organization, company, or household that you want to track—for example, a
donor, partner, or competitor.
Contact: The individuals associated with your accounts. Every contact must be associated with
a household account. They can also be associated with organization accounts.
Revenues: Track all incoming funds, which are categorized as Annual Fund donations, General
donations, Grant, Membership, Scholarship donations, and Sponsorship.
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Demo: Entering a New Contact Scenario
You need to enter a new contact record for Joe Jenkins. He is a former participant in the YOLO
program and a current staff member in the Foster Care Department.
His home phone number is 716-445-4445 and his cell phone number is 716-342-3456, but he
prefers to be called on his cell phone. His email is [email protected]. He would prefer not to receive
any email communications though because he uses his email to manage his business.
His home address is 131 Colvin Boulevard, Tonawanda, NY 14150.
He also has an office space for his business at 1265 Sheridan Drive, Tonawanda, NY 14150.
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Your Turn! Enter a New Contact Scenario
You need to enter a new contact record for Sharon Smith. She is a former board member and
was a member of the Honorary Campaign Committee in 2014. She is also a volunteer interested
in event support and fundraising.
Her home phone number is 716-499-4999 and her work phone number is 716-388-3888. Her
personal email is [email protected], and her work email is [email protected]. She has
been dealing with a family issue for a few months now and would prefer not to be contacted by
phone or email for the time being.
Her home address is 10 Genesee Street, Buffalo, NY 14203.
She is close friends with Joe Jenkins. This friendship has been very helpful to the Buffalo Urban
League as he has encouraged her to donate and volunteer at events in the past.
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Demo: Entering a New Organization Account Scenario
Our friend Joe Jenkins (see p. 3) is currently the board president a nonprofit called the Buffalo
All American Society, but that organization does not exist in our Salesforce instance yet.
The Buffalo All American Society’s phone number is 716-844-4444. Its fax number is 715-555-
5555. The general email for the organization is [email protected], and the website is
buffaloallamerican.org.
The main office is located at 1 All American Drive, Buffalo, NY 14222.
Joe is our link to the Buffalo All American Society, so he should be listed as the primary contact.
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Your Turn! Enter a New Org Account Scenario
Our friend Sharon Smith (see p. 4) is currently the CEO of a local business called Apple Corp, but
that organization does not exist in our Salesforce instance yet.
Apple Corp’s phone number is 716-888-8888. Its fax number is 716-999-9999. The general
email for the organization is [email protected], and the website is applecorp.com.
The main office is located at 1 Apple Road, Buffalo, NY 14222.
Make sure that Sharon is affiliated with Apple Corp as the current CEO. She should also be listed
as Apple Corp’s primary contact.
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Demo: Entering an Annual Fund Donation Scenario
Our friend Joe Jenkins (see p. 3) wants to make a pledge to the 2016 Annual Fund Campaign. He
plans to pledge $500.00. His pledge is made at the Empowerment Luncheon on 3/15/2016. He
has until 12/31/2016 to pay his pledge balance. This is a single year pledge.
Joe will need to receive an invoice and letter in acknowledgement and as a reminder to pay his
pledge.
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Your Turn! Enter an Annual Fund Donation Scenario
Our friend Sharon Smith (see p. 4) made a 2016 Annual Fund Campaign pledge. She contributed
a total of $300.00. She made her pledge at the Empowerment Luncheon on 3/15/2016. This is a
single year donation.
She has just finished paying off her pledge in two installments of $150.00 each. She paid the
first payment in cash at the event on 3/15/2016. She paid the second payment as a check on
6/22/2016. The check number is 3100.
Therefore, the donation was completely paid in full as of 6/22/2016.
Because Sharon has completed her pledge, she will need to receive an invoice and letter in
acknowledgement closing it out.
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Demo: Entering a Grant Scenario
Vince is a applying for a grant from the All American Society to support the Housing program at
the Buffalo Urban League—specifically, a new Foreclosure Prevention Class project. He recently
submitted an application requesting $5,000.00.
Grant requirements are available at allamericansociety.org/grants. According to the website,
we should hear back regarding whether we received the grant on 8/25/2016. This grant is a
renewal of a previous grant.
There is one upcoming deadline for a supplemental application form on 7/25/2016.
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Pre-Work and Homework
Training Pre-Work Links:
You were asked to view and complete all of the following exercises before attending the Buffalo
Urban League Salesforce End User Training.
Salesforce introduction video – A good overview of the capabilities of Salesforce for
nonprofits (5 minutes). https://www.youtube.com/watch?v=r6hxqg3PgRQ
Trailhead for Salesforce User Basics: Welcome to Salesforce – A list of significant terms
and background information about the basic workings of Salesforce (20 minutes).
https://developer.salesforce.com/trailhead/en/lex_salesforce_basics/lex_salesforce_ba
sics_welcome
Navigating the Salesforce homepage video – A quick overview of how the home tab
works for users (4 minutes). https://www.youtube.com/watch?v=wBjYi5R7uro
Trailhead for Donation Management: Create a Contact and Associated Household
Account – Basics about how Salesforce is set up for nonprofits specifically (30 minutes).
https://developer.salesforce.com/trailhead/en/nonprofit_donation_management/nonp
rofit_fundraising_donation_contact
Training Homework Links:
The following videos and exercises will provide review of concepts covered in training and
introduce users to concepts covered in the End User Manual that are not included in the
training presentation.
Trailhead for Donation Management: Create and Manage Donations – A more in-depth
look at entering donations for nonprofits in Salesforce (30-40 minutes).
https://developer.salesforce.com/trailhead/en/nonprofit_donation_management/nonp
rofit_fundraising_donation_manage
NPSP Create and Manage Grants – A more in-depth resource on how to enter new grant
records (20 minutes). https://powerofus.force.com/articles/Resource/NPSP-Create-and-
Manage-Grants
Can’t log in to Salesforce? A video explaining what to do if you can’t login (2 minutes)
https://www.youtube.com/watch?v=QPiC6rayau8&list=PLB39017CE69F42E50&index=8
0
Intro to Salesforce Report Builder (5 minutes).
https://www.youtube.com/watch?v=7_LkmrhKf2g&list=PLB39017CE69F42E50&index=1
04
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Salesforce Resource Links
Salesforce Help & Training
Contains help straightforward, step-by-step articles on all aspects of Salesforce. Some of them
get very technical, but this is a great basic resource for asking specific questions about
Salesforce. Accessible from the top of all Salesforce pages.
https://help.salesforce.com/home
Salesforce Trailhead
The official Salesforce training guide website. Includes dozens of modules for training end users
in various aspects of Salesforce complete with videos, quizzes, and activities to provide as much
info as possible.
https://developer.salesforce.com/trailhead/en
Salesforce on YouTube
The Salesforce YouTube channel contains a huge number of quick and easy Salesforce video
guides. Feel free to search YouTube in general for user-made videos too!
https://www.youtube.com/playlist?list=PLB39017CE69F42E50
Salesforce Basics PDF Guide
This is a very general guide that goes through the most basic aspects of Salesforce for those
interested in a general introduction, particularly to concepts that haven’t been incorporated into
the BUL Salesforce.
https://resources.docs.salesforce.com/202/latest/en-us/sfdc/pdf/basics.pdf
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Notes
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Notes
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Notes
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Notes