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Salesforce Training

We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.

Salesforce Quick Start for Nonprofits


Completion Timeline - 4 Weeks

Project Kickoff and Business Process Reviews

We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.

Household and Contact Setup

We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.

Customized Donation Setup

We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

We’ll set up your donation record for managing your donation revenue.

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