Introduction to Salesforce

Technology Capacity Webinar SeriesJanuary-March 2014

About ZeroDivide

•ZeroDivide is a social impact consulting organization that stays true to our original community foundation mission of improving the health, opportunity and civic engagement of underserved communities through the innovative use of technology.

www.zerodivide.org

Upcoming Tech Thursday webinars

•January 30: Networking and Security

•February 13: Filesharing and Backup

•February 20: Tech on a Budget

•February 27: Tech for Program Service Delivery

Logistics

To hear audio, press the audio button at the top of the screen and choose “use your computer Mic and Speaker”

To ask questions type I the chat box on the left side of the screen

Logistics

Logistics

• Wait for the recording to start…

Presenters

Brian Gallagher – Program Manager, ZeroDivide

Amro Radwan – Director of Technology, ZeroDivide

Agenda

• What is Salesforce

• How do you access a free product donation

• What types of data is Salesforce set up to manage

• Overview of the basic functionality

• What are some of the potential pro’s and con’s of using Salesforce for your organization

• A live tour of the system

• Q and A

What is Salesforce

• A cloud based Constituent Record Management (CRM) System.

• All you need is an internet connection and a web browser to access your data.

• Data is stored on remote secure servers and is automatically backed up everyday.

• With training, the platform is highly customizable to meet the specific needs of your organization. Can be as simple or as complex as you need.

• Salesforce.com Foundation offers a “Nonprofit Starter Pack” version that has more specific functionality around nonprofit needs such as tracking fundraising efforts.

How do I access Salesforce?

• The Salesforce.com Foundation offers 10 free licenses (user accounts) to nonprofit organizations. Additional licenses can be purchased at a rate of 80% off the normal price. http://www.salesforcefoundation.org/power-of-us

• Free and low cost online trainings are available through Salesforce. Intensive multi-day in person training classes are also available regionally offered at a severely discounted rate for nonprofits.

What type of data can I manage in Salesforce

• Organizational information (Accounts)

• Individual contact information (Contacts)

• Fundraising data /Transactional records

• Outreach campaigns, track events

• Communications – activity history, email repository, log a call, document storage, etc.

• Can generate complex reports that can be exported into spreadsheets for additional data manipulation

• Dashboards can be created based on report queries

• 100s of customizable apps and 3rd party apps that can be integrated https://appexchange.salesforce.com/

Additional Features

• Mail merge communications features. Email and document templates can be created to automatically integrate data from Salesforce fields.

• Email tracking

Additional Features

• Chatter – an internal social media feed for users at your organization.

• Survey integration features. Online surveys from 3rd party apps can have the data automatically be sent into Salesforce.

• Highly customizable objects can be created to suit your organizations needs.

Benefits of Salesforce

• Access to your data from anywhere (Efficiency)

• Powerful Reporting Tools that can be Customized (Effectiveness)

• Big Nonprofit Community (10K Non Profits)

• App Exchange, Tons of discounted or Free Apps

Common Salesforce Challenges for Non Profits

• Complex - can be overwhelming at first

• Takes time to Learn

• Sales Lingo (sometimes requires a translation)

• Implementation and customization. This can be a significant cost to hire a consultant to customize the platform for your organization and import your current data.

Salesforce Data Model

What is a Data Model?

• How Objects in Salesforce are used to track data for the organization

What is an Object?

• A data structure used to store data AKA “table”.

• Columns and Rows

Salesforce Data Model

Account

Contacts Opportunity Leads Cases

ALL OBJECTS must be related to an Account (Organization).

Training Resources

• Salesforce offers online moduals

• forcify.me website offers online trainings focused on nonprofits