Introduction to Salesforce
Technology Capacity Webinar Series
January-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