Salesforce Learning Resources and Support for Nonprofits

Are you using Salesforce at your nonprofit and looking for learning resources and support?

Special thanks to guest author Yenting Liu of Apparo and article contributor Mike Jacobs of Salesforce. 

Whether you are an admin or end-user, a great place to start is Salesforce.org Resource center and their online learning platform, Trailhead.

Trailhead contains a robust library of training and learning opportunities with multiple options to learn that fits your learning style.  Both admins and end users can learn how to implement and use Salesforce for Nonprofits’ products and features. Then test your knowledge with their interactive quizzes and hands-on challenges.  Click on the links below to explore some of their “Trails”:

•             Fundraising
•             Marketing
•             Program Management
•             Case Management
•             Grants Management
•             Data Management

Salesforce also offers many different types of online learning events, which you can find on the Events calendar linked in Resources. Those events include webinars, which are available to any Salesforce.org customer. You can either join a live webinar and ask questions of their expert hosts, or view an on-demand webinar.

Need extra, hands-on help?  Here are a few options:

• If you are a Salesforce administrator and haven’t already, join the Charlotte Administrators Group in the Trailblazer Community for local support.
• Through Salesforce.org’s Pro Bono Program, you can request 20 hours of free, volunteer expertise from Salesforce employees on short-term projects. You can find a Salesforce certified consultant to help you on your way.
• You could also consider requesting hands-on support from Apparo.  Apparo has multiple volunteers skilled in Salesforce ready to support you and your team’s specific Salesforce needs and training.  If you are looking for a tailored team training to make sure everyone on your team is on the same page on best practices or if you are looking for 1-on-1 support to solve a specific Salesforce problem, Apparo would be happy to connect you with one of our skilled volunteers. Visit apparo.org/nonprofits to learn more about working with us and to submit a request to begin working with us.