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.

Aug
4
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Aug 4 @ 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.”

Sep
8
Fri
BOOTCAMP 101: Salesforce Training @ 501Partners
Sep 8 @ 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.”

Sep
15
Fri
BOOTCAMP PLUS: Salesforce Advanced Reporting @ 501Partners
Sep 15 @ 9:00 am – 12:00 pm
BOOTCAMP PLUS: Salesforce Advanced Reporting @ 501Partners | Boston | Massachusetts | United States

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 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.

BOOTCAMP PLUS: Salesforce Toolbox for Admins @ 501Partners
Sep 15 @ 1:00 pm – 4:00 pm
BOOTCAMP PLUS: 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.

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

-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.”

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.