Salesforce Training For All Levels

Our suite of nonprofit Salesforce trainings range from beginner to advanced levels. Our interactive workshops are designed to meet your learning needs and help you gain Salesforce expertise.
Salesforce Bootcamp for Nonprofits Training Team #WOCinTech
Salesforce Training For All Levels of Nonprofit Organizations
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 20 @ 1:00 pm – 4:00 pm 501Partners
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[...]
501Webinars

501 Webinars

We are pleased to offer free educational webinars focused on solving common nonprofit pain points: managing volunteers, fundraising and development reports, creating a 360-degree view of client needs and services, efficient classroom, and attendance tracking. Join us several times a month for 30 minutes of learning.

Sep
21
Thu
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Sep 21 @ 12:00 pm – 1:00 pm
WEBINAR: Introduction to Lightning in the NPSP @ 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 reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.
Sep
27
Wed
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Sep 27 @ 12:00 pm – 12:30 pm
WEBINAR: Introduction to Lightning in the NPSP @ 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 reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.
Oct
18
Wed
WEBINAR: Introduction to Lightning in the NPSP @ Virtual
Oct 18 @ 12:00 pm – 12:30 pm
WEBINAR: Introduction to Lightning in the NPSP @ 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 reporting. This webinar will focus on similarities and differences between Lightning and the familiar Classic versions, with a particular focus on accomplishing tasks commonly needed by nonprofit organizations.

Salesforce Bootcamp 101 for Nonprofits

Salesforce Bootcamp 101 for Nonprofits

Salesforce Bootcamp 101 for Nonprofits is just right for the new or relatively new Salesforce user, and is one of our most popular offerings! This intensive one-day training is extremely hands-on, giving you plenty of practice time to become familiar with the basic features of Salesforce for the nonprofit user.

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."

Salesforce Bootcamp PLUS for Nonprofits

Salesforce Bootcamp PLUS

Our advanced Salesforce skills workshops offer a deep dive into specific functions of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Take one, two, or the entire workshop series to fill in your knowledge gaps and become a confident Salesforce user. Each half-day workshop includes a foundational overview of the subject, interactive subject matter training, and a walk-through of active use use cases to make the subject concrete and understandable.

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!

Custom Salesforce Training for Nonprofits

Custom Training

Specialized training developed based on organization-specific processes and needs. Pricing varies based on training type and length. Sessions available on-site or virtual.