Published on February 27, 2014
Welcome to Salesforce Basics for the Accidental Administrator! The webinar will begin shortly.
Introduction Presenter: Ashley Bochiechio, CRM Administrator at Idealist Consulting Certified Salesforce.com Sales Cloud Consultant and Administrator Current Distractions:
Agenda • Introduction to the Non Profit Starter Pack • Navigation & My Settings • 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
Related lists Other objects (Contacts, Accounts, Opportunities ,etc..) that are related to the current record that you are viewing. Accounts Contacts Donations
Two Types of Contacts Organizational 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.
Data Models, Architecture (One to One vs. Bucket)
Data Models: Bucket Account Model One-to-One Model All individuals are grouped into one account named ‘Individual. A ‘mirror’ account is automatically created for each contact. Selecting the Account Name takes you to that ‘Individual’ Account. Selecting the Account Name automatically takes you back to the contact. Joe McGrubb Individual Joe McGrubb Joe McGrubb
Data Models: One-to-One In 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: Bucket In 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
Agenda – Part 2 • Email Templates • Mass Email Contacts • Campaigns • Reporting • Support • Q&A