We created Office Hours for small and mid-sized nonprofits who have:

• An internal Salesforce® admin (or “accidental admin”) with the ability to make basic changes to fields, page layouts, and reports or who has the desire to learn

• Executive support for Salesforce® use in the organization, including the time allocated for internal staff to use Trailheads and perform database health-and-wellness activities (de-duplication, discrepancy monitoring, backups)

• A general sense that Salesforce® overall is working reasonably well for the organization — or that it should, if you could just figure it out or get past your pain points.

• A need for some expert help with troubleshooting, complex reports, automations, data management strategy, change management, process improvement, or just general “how does this work” q&a

Examples of Office Hours tasks:

• Assisting with and providing advice and training related to optimizing Salesforce® user experience (page layouts, Lightning page layouts and quick actions), architecture (new objects, new fields), admin-level automations (process builders, flows, and DLRS), and how to make changes within the NPSP ecosystem

• Linking and training on 3rd party systems that are Salesforce® admin friendly in order to expand functionality. Examples of these systems may include Outlook, FormAssembly, Dataloader.io, Skyvia, Framework from HCA, MailChimp, Constant Contact, or other similar tools.

• Reporting advice, guidance, training, and troubleshooting for reports that can be produced using Salesforce® native tools

• Guidance on governance, documentation, and other data management strategies

• Assistance with design and execution on business process changes and their accompanying Salesforce® ecosystem technology implementation

Sound like what you’re looking for? Reach out to see if Office Hours is a good fit for your organization.