Calendar of Trainings and Events

May 26 @ 9:00 am – 12:00 pm 501Partners
This morning session, facilitated by Ellen Bass of the Capacity Institute and 501Partners’ Stefanie Archer, focuses on creating manageable and sustainable systems for evaluating, measuring and improving organizational and program performance. If you’ve struggled to[...]
May 31 @ 5:00 pm – 7:00 pm Cafeteria Boston
You’re invited to join 501Partners for a happy hour to connect with other nonprofits, learn about innovative ways to use Salesforce, and enjoy appetizers and drinks on us! Cafeteria Boston is just one short block[...]
Jun 1 @ 12:00 pm – 12:30 pm 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 &[...]
Jun 2 @ 9:00 am – 4:00 pm 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[...]
Jun 15 @ 12:00 pm – 12:30 pm 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,[...]
Jun 16 @ 9:00 am – 12:00 pm 501Partners
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[...]
Jun 16 @ 1:00 pm – 4:00 pm 501Partners
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[...]
Jun 29 @ 12:00 pm – 12:30 pm 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[...]
Jul 13 @ 12:00 pm – 12:30 pm 501Partners
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[...]
Jul 14 @ 9:00 am – 4:00 pm 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[...]
Jul 27 @ 12:00 pm – 12:30 pm 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[...]
Jul 28 @ 9:00 am – 12:00 pm 501Partners
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[...]
Aug 3 @ 12:00 pm – 12:30 pm 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[...]
Aug 4 @ 9:00 am – 4:00 pm 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[...]
Aug 17 @ 12:00 pm – 1:00 pm virtual
RollCall is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of[...]
Sep 6 @ 12:00 pm – 1:00 pm virtual
Join us to learn how to maximize Salesforce for fundraising, marketing, and event operations. Learn best practices for integrating Salesforce with external platforms like MailChimp for constituent management, and Click & Pledge for online giving,[...]
Sep 8 @ 9:00 am – 4:00 pm 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[...]
Sep 15 @ 9:00 am – 12:00 pm 501Partners
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,[...]
Sep 15 @ 1:00 pm – 4:00 pm 501Partners
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[...]
Sep 21 @ 12:00 pm – 1:00 pm Virtual
Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and[...]
Sep 22 @ 9:00 am – 12:00 pm 501Partners
In this three-hour session, facilitated by Ellen Bass of the Capacity Institute and 501Partners’ Stefanie Archer, participants will learn how to create manageable and sustainable systems to evaluate, measure, and improve organizational and program performance. Facilitators will[...]
Sep 27 @ 12:00 pm – 12:30 pm Virtual
Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and[...]
Oct 6 @ 9:00 am – 4:00 pm 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 –[...]
Oct 18 @ 12:00 pm – 12:30 pm Virtual
Salesforce has launched Lightning, an updated version of its best-in-class business database. Lightning has a dramatic look, but it’s more than just a new user interface–Lightning includes many technical updates to speed data entry and[...]
Oct 20 @ 9:00 am – 12:00 pm 501Partners
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[...]
Oct 26 @ 12:00 pm – 1:00 pm virtual
RollCall is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of[...]
Nov 9 @ 12:00 pm – 12:30 pm Virtual
We are excited to announce our new app, 501CaseManager! We created this app to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of[...]
Nov 10 @ 9:00 am – 4:00 pm 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 –[...]
Nov 17 @ 9:00 am – 12:00 pm 501Partners
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[...]
Nov 17 @ 1:00 pm – 4:00 pm 501Partners
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,[...]