Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14

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Information about Day 2: Salesforce Basics for the Accidental Admin with Ashley 2/27/14
Technology

Published on February 27, 2014

Author: idealistconsulting

Source: slideshare.net

Description

Campaigns
Email Templates
Mass Email Contacts
Reporting
Data Import
Support
Q & A

Welcome to Salesforce Basics for the Accidental Administrator! The webinar will begin shortly.

What is your biggest challenge using Salesforce at your organization? “Meeting multiple departments’ complex needs.” “Adding contacts. Also running reports with special fields.” “Data-entry takes a while, getting the right reports, and training for users (so we all use it the same way).” “Not knowing all that I'm capable of doing.”

Agenda – Part 2 • Campaigns • Email Templates • Mass Email Contacts • Reporting • Data Import • Support •Q&A

Live Demo

Where to Find Support o o o o o o AppExchange Help and Training The Hub NP User Group The Connected Cause Idealist Consulting Screensteps #accidentaladmin

https://appexchange.salesforce.com

https://help.salesforce.com/

https://powerofus.force.com/pubhome or install to see in app drop-down here: https://powerofus.force.com/articles/Resource/Power-of-Us-Hub-Connected-App-Installation-Instructions

https://success.salesforce.com/userGroups

The Connected Cause was founded by Heller Consulting, Idealist Consulting, and Firefly Partners, three of the leading professional services firms dedicated to nonprofit organizations This is a place for experts in the nonprofit online space to share perspective, offer guidance and promote best practices for using today’s technology effectively. Our goal is to provide a comprehensive source of collaborative thought leadership for the nonprofit industry. @TheConnectCause TheConnectedCause TheConnectedCause.com

Wrap up #accidentaladmin

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