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Our Salesforce version: Non-Profit Cloud

To take advantage of Premier Success you must be a Designated Contact - simply email mailto:salesforce@woccu.org to request to become a DC to get started

Video training for getting started with premier success

See a full overview of our Premier Success resources here
Expert Coaching Catalog - use the product tiles to see the sessions most relevant to you

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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

Salesforce x WOCCU Trail Mix

A customized training path created for World Council and WFCU
by Alia Makhtar of High Tide Consulting
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