Salesforce Quick Start for Nonprofits

We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.

We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.

We’ll set up your donation record for managing your donation revenue.

We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.