Join a member of the cloudStack team as we take you through the Salesforce platform. In this training session we will be covering:
1. What is the Salesforce Nonprofit Success Pack? Learn some of the common Salesforce terminology
2. Understanding how Salesforce objects relate to each other (Contacts, Accounts/Households, Affiliations, Opportunities, and Campaigns)
3. Salesforce record types, best practices
4. General Salesforce Navigation, login and your homescreen
5. Who sees what - Permissions
6. Contact Records; exploring your navigation bar, list view and buttons
7. Households and Accounts
8. Salesforce campaigns
9. Demo