![]() ![]() Salesforce Help: Salesforce Training and Certification Options for Customers.Salesforce Help: Get to Know Expert Coaching Sessions.Events: Customer Success Events: Salesforce for Nonprofits.Trailhead: Manage Your Mission with Salesforce for Nonprofits.Trailhead: Prepare for Success with Salesforce for Nonprofits.Salesforce Site: Accelerate Value with Success Plans.Trailhead: Salesforce for Nonprofits Basics.To get you started, we’ve packed your bag with a Swiss-Army-knife’s worth of learning resources in this Resources list. You can find a Salesforce certified consultant to help you on your way.Īnd now the time has come to map your learning journey.Through Salesforce’s Impact Exchange pro bono program, you can request 20 hours of free, volunteer expertise from Salesforce employees on short-term projects.Check out Reach Your Goals with Success Services. Coaching and advisory, strategic, and fundraising-focused services are available from our team of experts who understand the needs of organizations like yours.There are multiple paths to Salesforce support. Once you find a group, you can join meetings with your peers to get support and share what you’ve learned. Speaking of your region, admins may find it helpful to join a Trailblazer Community Group in their local area. We recommend you start by joining the Hub and then join more specific groups-like the Nonprofit Hub-to collaborate with colleagues at similar organizations, using similar apps, or in your region. True to the nonprofit spirit, there’s an active community of Salesforce for Nonprofits users ready to share advice and discuss strategies.įirst, there’s the Trailblazer Community, an online community where nonprofit admins and end users can ask and answer questions, build Salesforce skills, share expertise, and connect with other Trailblazers in the nonprofit, education, and philanthropic sectors. If you’d like to earn a Salesforce certification, this is a good place to start. These courses are available for a separate fee, with a discount on registration offered to nonprofit customers. You can either join a live webinar and ask questions of our expert hosts, or view an on-demand webinar.Īdmins at organizations with Premier Success Plans can also join an open-format Ask an Expert or topic-specific Expert Coaching session to find answers to their questions and get personalized guidance.įor more formal training, admins and end users can join the instructor-led courses offered in Trailhead Academy. Those events include webinars, which are available to any nonprofit customer. We also offer many different types of online learning events, which you can find on the Customer Success Events calendar. You can filter Trailhead badges and trails by the nonprofit product category to find the full library.įor admins, there’s a wealth of detailed documentation online for Salesforce for Nonprofits products and features, as well as general Salesforce administration. Two good places to start are with the Prepare for Success with Salesforce for Nonprofits trail and the Manage Your Mission with Salesforce for Nonprofits trail. Online resources are a great way to learn about Salesforce for Nonprofits from wherever you work.įirst, there’s Trailhead-that’s where you are right now! Here, both admins and end users can learn how to implement and use Salesforce for Nonprofits' products and features, then test their knowledge with quizzes and hands-on challenges. Organizations looking for 24/7 support and individualized expert coaching can upgrade to a Premier or Signature Success Plan at an additional cost. Many learning resources are available free to anyone online, while others are available only to Salesforce users, or to users with certain Success Plans.Įvery Salesforce customer has access to a Standard Success Plan, which provides admins with online technical support from Salesforce. These audience names align with roles that are assigned in Salesforce, which translate into access and permissions in the system.Īn additional layer is access to learning resources. End users are everyone who uses Salesforce to do their jobs, such as fundraisers, program staff, and marketers. ![]() Admins are the folks who do the behind-the-scenes work in Salesforce, like installing apps, changing page layouts, importing data, and much, much more. ![]() Find the Right Content for Your Roleīefore we get started, it’s good to understand what resources apply to how you use Salesforce, and how your role and your organization’s relationship with Salesforce determines what learning resources are available.Īt Salesforce, we create content for two broad audiences: admins and end users. If you haven’t already checked out the Salesforce for Nonprofits Basics module on Trailhead, it provides a summary of all Salesforce’s nonprofit products and features. ![]()
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