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Fundraise with Nonprofit Cloud

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Free Online Course: Fundraise with Nonprofit Cloud provided by Trailhead is a comprehensive online course, which lasts for 8-9 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
8-9 hours worth of material
Self Paced
Overview

  • Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce.

    • Learn how to manage donations with Nonprofit Success Pack.
    • Assign credit for a donation to one or more people who are not the donor.
    • Move a donor or funder from cultivation through solicitation.
    • Manage all of your constituent engagement efforts with campaigns.
    • Engage donors and process payments with integrated fundraising tools.
    • Translate your CRM data revenue into permanent, transparent accounting data.
    • Explore how artificial intelligence can boost your organization’s fundraising.

Syllabus

    • Donation Management Basics with Nonprofit Success Pack
      • Create or Edit Donations
      • Create or Edit Payments
      • Create Recurring Donations
      • Create and Edit Donation Allocations
      • Acknowledge a Donation
    • Donation Soft Credit Management with Nonprofit Success Pack
      • Manage Contact Roles and Soft Credits
      • Create and Manage Soft Credits
      • Create Matching Gifts
      • Manage Partial Soft Credits
    • Moves Management with Nonprofit Success Pack
      • Identify Target Prospects
      • Manage Engagement Plans
      • Manage Donors, Tasks, Events, and Email
      • Visualize the Solicitation Process with Path, List Views, and Kanban
      • Collaborate with Chatter
    • Campaign Management with Nonprofit Success Pack
      • Track Engagement with Campaigns
      • Create Campaigns and Campaign Hierarchies
      • Create Campaign Members and Monitor Their Engagement
      • Manage Campaign Responses
      • Analyze Campaign Data
    • Salesforce.org Elevate for Fundraising and Advancement
      • Meet Elevate
      • Enter Donations in Salesforce
      • Set Up Giving Pages in Elevate
      • Experience Elevate
    • Accounting Subledger for Nonprofits and Educational Institutions
      • Get to Know Accounting Subledger
      • Configure Accounting Subledger
      • Record Accounting Information
      • Export Journal Entries to Your Accounting System
    • Einstein for Nonprofits: Quick Look
      • The Power of Artificial Intelligence for Nonprofits

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