Forcify.me is a video training website geared specifically to nonprofits using Saleforce.com and the Nonprofit Starter Pack.
This presentation was used in a talk about how training resources like Forcify can play a key role for organizations implementing Saleforce organization-wide or simply bringing new team members up-to-speed.
7. Pre-Discovery Videos
• Orientation to Salesforce.com and the
Nonprofit Starter Pack
• Account and Contact Management
• Introduction to Campaigns
• Managing Donations
• Basic Activity Management
8. Customization Videos
• Data Models
• Creating Custom Fields
• Custom Objects Creation and Management
• Creating Formula Fields
• Roll Up Summary Fields
9. Training Phase Videos*
(Prerequisite: Discovery videos)
• Basic Reporting for Nonprofits
• Campaign Management
• Summary and Matrix Reports
• Dashboards (coming soon)
* To be followed by personalized training on customized Salesforce.