Salesforce In-Person Training for Charities

More information

Date: Wednesday 26th June, 2024
Location: Work.Life Hammersmith W6 7JP, UK

Timings
Morning 10.00-12.30
Afternoon 14.00-16.30

Choose to attend one or both. See the details of the sessions below.

Costs
Morning session: Salesforce Non Profit Admin the Basics (£99+VAT)
Afternoon session: Reports and Dashboards - the basics (£99+VAT)
Both morning and afternoon sessions (£150+VAT)

Salesforce Non Profit Admin the Basics (morning) - Who is it for?
This session is for any new or current Non Profit Salesforce admins looking to improve and hone their skills for managing their Salesforce instance. We will walk through all the key things you need to know to successfully navigate all the different tasks you as need to know and how to maintain your Salesforce.

What will I learn?

  • Key terms and language
  • Data model
  • User & System Management
  • Configuration (adding fields / page layouts / app management)
  • Common admin task & system governance

Non Profit Reports and Dashboards - the basics (afternoon) - Who is it for?
Anyone wanting to get to grips with Non Profit reports and dashboards, this is a session for you! Learn how to get the most out of list views, build powerful reports and dashboards to keep you up-to-date with all the key insights captured within your Salesforce org.

What will I learn?

  • Key terms and language
  • Data model
  • User Management
  • Building list views
  • Report builder/ building
  • Dashboards

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