Calendar of Trainings and Events

Jun
1
Thu
Online Fundraising and Payments with Click & Pledge @ Virtual
Jun 1 @ 12:00 pm – 12:30 pm
Online Fundraising and Payments with Click & Pledge @ Virtual

Click & Pledge integrates with your Salesforce account, letting you join the world of online commerce with one of the most secure and flexible payment processing tools available. This webinar will demonstrate how Click & Pledge allows you to build custom webforms, process credit cards, and capture and sort contact information in Salesforce by various payment types—donations, grants, memberships, purchases, or any kind of transaction your organization requires.

Jun
2
Fri
Bootcamp 101 @ 501Partners
Jun 2 @ 9:00 am – 4:00 pm
Bootcamp 101 @ 501Partners

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors

-x-x-x-x-

What attendees have said about Bootcamp

“Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce.”

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

“Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies.”

Jun
15
Thu
Click & Pledge for Events in Salesforce @ Virtual
Jun 15 @ 12:00 pm – 12:30 pm
Click & Pledge for Events in Salesforce @ Virtual

Click & Pledge Events combines the financial power of standard Click & Pledge with a fully-featured events management tool. This webinar will show you how to use C&P Events’ built-in form building tool, shopping cart, and donor levels, and how to use its integration with Salesforce to capture and report data on all your event attendees.

Jun
16
Fri
Salesforce Toolbox for Admins @ 501Partners
Jun 16 @ 9:00 am – 12:00 pm
Salesforce Toolbox for Admins @ 501Partners | Boston | Massachusetts | United States

Salesforce Toolbox for Admins

Many organizations find having a Salesforce system administrator on site to be advantageous, not to mention cost-effective. This half-day training is designed for the relatively new nonprofit Salesforce admin who wants to be a confident user of the most helpful and frequently-used Salesforce functions. You’ll leave knowing how to administer Salesforce to support your program, organization, and staff data needs. Come ready to practice adding, ask your questions, and learn alongside your peers.

We will walk through active use cases, and discuss some of the most commonly-asked questions about nonprofit Salesforce system administration. Finish the workshop with confidence and the ability to:

  • Add and Remove Users
  • Create a Company Profile
  • Edit Profiles
  • Use Data Securely
  • Export Your Data Safely and Efficiently
  • Merge Contacts and Accounts
  • De-duplicate Contacts Without Stress

This workshop is offered in conjunction with Bootcamp Plus: Salesforce Advanced Reporting. Sign up for a single session, or both for a heightened Salesforce learning experience.

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Contact us at (978) 232-9200 if you have any questions about this requirement.


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/

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Salesforce Advanced Reporting @ 501Partners
Jun 16 @ 1:00 pm – 4:00 pm
Salesforce Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

Salesforce Advanced Reporting

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:

  • Create and Run Commonly Used Reports/Charts
  • Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
  • Build simple reports
  • Create Charts
  • Create and Run Tabular and Summary Reports
  • Manipulate Mailing Lists: Exporting Data to Excel
  • Export to Campaigns
  • Create Dashboards

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 half-day training is offered in conjunction with Bootcamp Plus: Salesforce Admin Toolbox. 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/

We will provide some coffee and snacks in the morning, and will give you a lunch break around noon to visit local restaurants.

Jun
29
Thu
RollCall & Attendance in Salesforce @ virtual
Jun 29 @ 12:00 pm – 12:30 pm
RollCall & Attendance in Salesforce @ virtual

Roll Call is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, Roll Call makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation. Roll Call allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Jul
13
Thu
WEBINAR: Enhanced Volunteers in Salesforce: Individuals @ 501Partners
Jul 13 @ 12:00 pm – 12:30 pm
WEBINAR: Enhanced Volunteers in Salesforce: Individuals @ 501Partners | Boston | Massachusetts | United States

An effective volunteer management solution eases the workload burden around scheduling, reporting, and communicating with your volunteers. 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 tools for handling individual volunteers, collecting waiver forms, and tracking hours served with a mobile check-in application.

Jul
14
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Jul 14 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training @ 501Partners | Boston | Massachusetts | United States

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!

At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:

  • Process Contacts
  • Record Donations
  • Manage Tasks
  • Customize records
  • Import Data
  • Launch campaigns
  • Generate reports
  • Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors

-x-x-x-x-

What attendees have said about Bootcamp

“Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce.”

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Paul, the presenter was awesome! The best part was that he was able to pause and answer questions, and then continue with his train of thought. He’s very easy to understand, and able to demonstrate on the screen how to actually do things, including when answering random questions.”

“Watching an experienced user use Salesforce really teaches you a lot more than just trying to read manuals or help pages on your own. It was also useful to hear how the other attendees use salesforce at their companies.”