Tasks and Productivity
Learn to use tasks, activities, events, and engagement plans to keep track of all the heavy lifting you actually do - donor calls, foundation grant meetings, participant emails and more. The built-in Salesforce functionality can be extended by linking to Google or Outlook, Ring Central and more, so we also talk about the strategy around the Tasks object. This course is suitable for non-administrators as well as admins.
Taught twice per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Learn to use tasks, activities, events, and engagement plans to keep track of all the heavy lifting you actually do - donor calls, foundation grant meetings, participant emails and more. The built-in Salesforce functionality can be extended by linking to Google or Outlook, Ring Central and more, so we also talk about the strategy around the Tasks object. This course is suitable for non-administrators as well as admins.
Taught twice per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Learn to use tasks, activities, events, and engagement plans to keep track of all the heavy lifting you actually do - donor calls, foundation grant meetings, participant emails and more. The built-in Salesforce functionality can be extended by linking to Google or Outlook, Ring Central and more, so we also talk about the strategy around the Tasks object. This course is suitable for non-administrators as well as admins.
Taught twice per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Who should take this course
Anyone can take this course, the information is intended for users with a little bit of information for administrators
What you’ll learn
What options you have with the Activity timeline - Tasks, Events, Log a Call, and Email
Ways to use Salesforce-native tools to improve productivity, and their central role in connecting to other systems (email, calendar, mass mailers, SMS, etc)
The NPSP’s Engagement Plans tool - how to configure it, and what it does
Reporting on tasks and activities
Assigning tasks to others, and planning automations beyond the Engagement Plans tool
Strategies for using these tools organization wide, for development and program, and plenty of time for q&a
Please note: we can’t address all integrations in this course, and we can’t take your admin through setting up the integrations during this course. We’re happy to talk about shorter courses or providing support as part of our limited ad-hoc support hours that are offered to course attendees.
What to expect from this course
Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations
You will receive a Zoom link prior to the course you’re registered for
Anyone using Salesforce can take this course but all of our examples will come from the nonprofit and education space, focusing on fundraising and program engagement
If you’re new to Salesforce, please review the course description for The Basics first. Make sure all of that feels pretty comfortable before taking this course.
This is a very hands-on course. You will be working in your real Salesforce.
Ideally you will come into this course with real changes you need to make and can make them during the course while getting support. We will provide an example of a common use cases for everything we cover.