164 Canal St #502
Boston, MA 02114
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, which will run the same day at 9am. 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.