Sneak Peek: Upcoming Webinar - Salesforce Basics for the Accidental Admin: NPSP edition

By: Bethany Williams

This January, we're hosting the next installment of our Accidental Admin series; webinars designed specifically for those working on the Nonprofit Starter Pack with minimal Salesforce experience. Whether you’re just getting started and need to find your footing or you’re looking to brush up on basics, we’re here to help.

As promised, here’s a sneak peek into some of the content our consultant Corinn will be covering during the training:

Creating a tabular report:
You can create a new report from scratch by going to the ‘New Report’ button at the top of your page. We suggest using an existing Report to create a customized one. Why reinvent the wheel?

Look for the fields you want to include/exclude. Search in field area on the left and drag and drop them into the top of the report to create a sorting criteria.
Specify the Filters and report criteria in the control panel at the top.
Arrange your columns and run the report – Remember you are only seeing a little data until you run the report

We’ll also show you how to add a chart to your report, and provide examples of different report types, including Tabular, Summary, Matrix, and Joined.

During the webinar, Corinn will be walking viewers through each of these steps to show you exactly how to accomplish them. She’ll also guide you through:

Household Account Model and other improvements in NPSP 3.0
How are objects related
List views, Data entry and Activity Management
How to do basic data entry and load a list
How to build and use Email Templates
How to use Campaigns (add and edit members, use parent campaigns, send mass email through campaign)
How to build Reports and use Dashboards

There will also be Q&A, and the recordings will be sent to all registrants. If you want some more info, read these reviews of previous trainings on the AppExchange.