Calendar of Trainings and Events

Jul
27
Thu
WEBINAR: Enhanced Volunteers in Salesforce: Groups @ Virtual
Jul 27 @ 12:00 pm – 12:30 pm
WEBINAR: Enhanced Volunteers in Salesforce: Groups @ Virtual

Organizations working with a high volume of volunteers or groups of volunteers need a solution that eases scheduling, reporting, and communication with group leaders. Learn how we’ve enhanced Salesforce’s native volunteer functionality with additional tools and features, allowing you to focus on nurturing relationships with your volunteers. You’ll see calendars and customizations for handling scheduling and communications, collecting waiver forms, and tracking hours served with a mobile check-in application.

Jul
28
Fri
BOOTCAMP PLUS: Salesforce with FormAssembly @ 501Partners
Jul 28 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: Salesforce with FormAssembly @ 501Partners | Boston | Massachusetts | United States

Bootcamp Plus: FormAssembly with Salesfoce

Find out why FormAssembly is one of the most effective and useful Salesforce-integrated apps for building forms and surveys for web and email. FormAssembly does more than just dump data into Salesforce, it recognizes when a Contact or Account already exists, avoiding duplication. Furthermore, while other tools may be able to create Leads or Accounts, FormAssembly allows the user to direct information into several objects from a single form, including Contacts, Campaigns, Cases, and even Custom Objects.

Leave with the confidence and knowledge to:

  • Open a FormAssembly account
  • Integrate FormAssembly with your Salesforce instance
  • Create both single and multiple page forms
  • Create a simple one-object form and multiple object forms
  • Avoid data duplication
  • Customize the response page
  • Use if-then logic to direct content to different users
  • Use FormAssembly’s prefill connector to allow users to update their own data within Salesforce

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This training is offered in conjunction with Bootcamp PLUS: Mass Emailing with Salesforce. Sign up for a single session, or both for a heightened Salesforce learning experience.


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/

BOOTCAMP PLUS: Mass Emailing with Salesforce @ 501Partners
Jul 28 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: Mass Emailing with Salesforce @ 501Partners | Boston | Massachusetts | United States

Bootcamp Plus: Mass Emailing with Salesforce

Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!

Leave with the confidence and knowledge to:

  • Create an Email Template
  • Automatically assign tasks, respond to requests, and forward information to the right staff person
  • Create a workflow (automation) to acknowledge a gift
  • Create a workflow to inform a gift has been made
  • Download and install the free connector for a mass emailing tool

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS: Salesforce with FormAssembly. Sign up for one or both workshops!


About Bootcamp Plus:

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our Bootcamps are taught by our Director of Training, Paul Baxter.


A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.

Aug
3
Thu
WEBINAR: Case Management with Salesforce @ Virtual
Aug 3 @ 12:00 pm – 12:30 pm
WEBINAR: Case Management with Salesforce @ Virtual

This webinar demonstrates Case Management, our custom solution designed to capture the human component of case management. We’ll look at native tools available within email platforms and customization ideas to help streamline processes and track client milestones. Our solution allows organizations with call centers or one-on-one counseling services to easily and simultaneously collect reporting information, and includes automations and templates tailored to the unique needs of your human services organization. With our customizations, caseworkers have time to focus on clients, and you have usable data for managing to outcomes.