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Salesforce for Nonprofits: Where to Get Started

Salesforce for Nonprofits: Where to Get Started

Do you work for a nonprofit? Are you looking for a Salesforce resource that speaks to you, specifically? Whether you already using Salesforce or wondering if Salesforce is the right Constituent Relationship Management (CRM) for you, we’ve got you covered. 

Cloud for Good has always been committed to listening to and understanding the nonprofit community. As part of our commitment, our team has gathered “the 101” – must-know knowledge for you and put it all in one spot.  

In our Salesforce 101 eBook, you’ll find everything from how to get started to entering data, reports and even admin basics. What is stopping you from diving in right now? 

Salesforce 101 eBook

New to Salesforce? 

If you are brand new to Salesforce, you may be thinking, where do I even get started? In Chapter 1, you’ll find resources on logging in for the first time to sending a Salesforce email. As you become more comfortable with the platform, explore deeper and take some of the suggested trailheads. 

Recommended Chapters:  

  • Chapter 1: Getting Started 
  • Chapter 2: Getting Around 
  • Glossary 

Is Salesforce Right for Us? 

You know your current CRM isn’t doing the trick but aren’t sure where to go. We recommend you look through each chapter, especially the ones that will impact your team. If you are struggling to pull comprehensive reports or need a strong way to track grants, we share the basics with you! Even if your specific need will be solved with an AppExchange partner, we help you there too.  

Recommended Chapters:  

  • Chapter 3: Living in Salesforce Everyday 
  • Chapter 7: Reports and Dashboard 
  • Chapter 9: Apps, Apps and More Apps! 

Are You A Seasoned User? 

If you already are a Salesforce user, perhaps it’s time for you to take a deeper step and find a local user group or get a Salesforce certification.  A user group is a great way to meet with others who have similar use cases and challenges as you. You’ll be able to discuss new releases, brainstorm solutions and learn new products together. 

Recommended Chapters: 

  • Find a Local User Group 
  • Online Resources 

Additional Resources 

Although Nonprofit 101 is a great place for you to get started, here at Cloud for Good we work hard to keep you up to date on all things Salesforce. Our blog and webinars are a great place to make sure you are continuing to learn and grow right alongside the platform. Join our newsletter today to make sure you never miss a resource.