Technopath/zz Mastering Salesforce's Nonprofit Success Pack: For Salesforce Administrators

  • $499 or 10 monthly payments of $54

zz Mastering Salesforce's Nonprofit Success Pack: For Salesforce Administrators

  • Closed


Many Salesforce administrators want to volunteer at a non-profit using the skills they've gained in the back-end of Salesforce.

However, working within a nonprofit’s Salesforce org is more than knowing how the system works. Understanding the business requirements and processes of a nonprofit is essential to getting started and helping nonprofits better leverage their Salesforce system.

This live course was designed to have you understand the business reasons behind NPSP’s data model in addition to teaching you how to use and administrate the package. You will be able to support nonprofits in a way that is unique from how you would support a traditional business.

Live Course starts August 4th!

Course Topics and description

You can participate live or at your own pace. You’ll gain access to office hours, helpful templates, and interviews with subject matter experts in various nonprofit and Salesforce Administration topics.

Week 1: Overview of Nonprofit Business Structures
Week 2: NPSP 101: Data Model and NPSP Settings
Week 3: Campaigns and General Accounting Units
Week 4: Opportunity Types and Engagement
Week 5: Reports, Dashboards, and Automation
Week 6: Customizable Rollups, Formulas and UI
Week 7: Documentation and Capstone Overview
Week 8: Capstone Presentations

Optional sessions that expand knowledge:

  • Build Custom Apps for Different Departments
  • Program Management & Outcome Measurement
  • Volunteer Management
  • Building out communication channels for boards

Preview the course!

Still not sure our Salesforce Admin for Nonprofits course has everything you'll need? Drop us your name and email to receive a free preview video of the course content from Week 4: Opportunity Types and Engagement.

Join the Community for free!

When you sign up for our course, you will receive a link to our NPSP Academy community as well.  If you'd like to start with just our community membership you will receive the below benefits.

  • Get access to exclusive events, challenges, resources, and conversations around nonprofits and Salesforce. 
  • Swap stories, experiences, and ideas (not necessarily advice) around Salesforce and NPSP.
  • Find a little inspiration, thought-provoking conversations, and expert perspective each and every day.

FAQs

Do I need to know any technology to take this class?

Basic Salesforce administration knowledge is necessary to keep up.  You do not need to be a certified Salesforce Administrator, but you will need to know basic terminology and navigation.

What if I have questions or need help along the way?

We will have Q&A sessions and office hours throughout the course. Additionally, any time you get stuck on a challenge you can email support@technopath.io and if necessary, someone from our team will schedule a Zoom call with you to help you through screen share.

How do I access the class?

When you sign up for the course you will receive a Zoom registration link that will give you access to join our live sessions.

When does the Live Class take place?

Each Wednesday at 2:30 pm ET, we’ll introduce the topic and challenges for the week.

What are office hours? When do they happen?

To answer questions and workshop your specific Salesforce issues or roadblocks, there are 2 hours of weekly office hours via Zoom at 3 pm ET on Fridays.  You will receive the Zoom link to office hours after the first live class.

If this course isn’t right for me, can I get a refund?

If you are unhappy after you complete week 2 of the course or before, you can get a full refund.  You will lose access to the course but not the community should you choose to do this.