Salesforce

Training & Resources

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This resource library being archived here for posterity

Session	Topics Covered	Links
Base Navigation + Account and Contact Management	How to create records Global Search (vs. List View Search) Favoriting a Record Creating Notes & Files Activities Chatter Salesforce Terminology Organization Accounts Person Accounts Timelines Interaction Summaries Interest Tags Relationships (Accounts, Contacts, Hierarchies)	Slide Deck 1 - Navigation Slide Deck 2 - Contact Management VIDEO - Salesforce Navigation and Contact Mgmt-BD App View VIDEO - Salesforce Navigation and Contact Mgmt-Donation Mgmt App View
Donation Management	Gift Entries - One Time & Pledges Gift Transactions Gift Commitments - (Asks) Gift Designations vs. Campaigns	VIDEO - WFCU-Donation Management Training-part 1 VIDEO - WFCU-Donation Management Training-part 2
Opportunity Management	International Projects Strategic Initiatives Contact Roles Partner Roles	Slide Deck VIDEO
Reports and Dashboards	Report Types Report creation exercise Dashboard Exercise	Slide Deck VIDEO
Account Engagement (fka Pardot) Mass Mail System	Prospects Campaigns Creating One-Off Emails Email Templates Segmentation Lists Engagement Studio (Journeys)	Slide Deck VIDEO - part 1 VIDEO - part 2

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