Calendar of Trainings and Events

Oct
6
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Oct 6 @ 9:00 am – 4:00 pm
BOOTCAMP 101: Salesforce Training @ 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

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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.”

Oct
20
Fri
BOOTCAMP PLUS: DIY Data Migration @ 501Partners
Oct 20 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: DIY Data Migration @ 501Partners | Boston | Massachusetts | United States

Data migration simply means transferring a large amount of data from one place to another in a single operation. At some point, nearly every organization will need to migrate data. If you have an existing database, you already have a substantial amount of development and program information. Entering all that information manually would take far too much time, so data migration is the solution. But data migration is useful in other scenarios as well, such as when you have a large event and collect a substantial number of new donors or program participants.

Successful data migration requires preparing the data in a format the Salesforce can accept. We will cover many time-saving techniques to make this process easier. We will also learn how to make migration easier by matching your data to Salesforce’s internal structure. Finally, we will use and compare three different free data migration tools.

Leave with the confidence and knowledge to:

  • Preparare data in Excel
  • Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
  • Execute simple migration: Contacts and Accounts
  • Execute Intermediate Migration, such as:
    • Migrating Donations and attaching the data to Accounts
    • Migrating Cases and attaching the data to Contacts
    • Adding Contacts to Campaigns through Migration
  • Execute Advanced Migration, such as using External ID’s to attach Donations to Accounts
  • Insert, Update and Delete with a data migration tool.

This morning workshop is offered in conjunction with the afternoon workshop, Mass Emailing with Salesforce. Register for one or both sessions.

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.

BOOTCAMP PLUS: Mass Emailing with Salesforce @ 501Partners
Oct 20 @ 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: DIY Data Migration. Sign up for one or both workshops!