02:00 PM - 6:00 PM ET
Two half day webinars with hands-on activities where you can build out the data model for YOUR nonprofit organization.
One printable workbook of all your activities.
One 30 minute 1-1 session of follow-up support with Sarah
Access to recording of sessions
We'll dive into the core concepts that underpin Program Management in Salesforce.
Conceptual Discussion
Installing the Program Management Module: Gain insights into the importance of installing and configuring the Program Management Module and its alignment with best practices for nonprofit organizations.
Exploring the PMM Data Model: Delve deep into the PMM data model outline, understanding how to structure program, service, and client data within Salesforce to accurately track program participants and progress.
Hands-On Activities
Guided Activities: Follow step-by-step instructions to install the Program Management Module and review the PMM data model.
Interactive Discussions: Engage in group discussions to analyze the provided data model outline and discuss implementation strategies tailored to your organization's needs.
We'll dive into the core concepts that underpin Program Management in Salesforce.
Conceptual Discussion
Adding Clients to Your Programs: Explore the process of adding clients to programs in Salesforce and the importance of accurately tracking client participation and progress.
Service Schedules: Learn how to create service schedules within Salesforce to manage program activities and appointments efficiently.
Hands-On Activities
Add Program Members and Service Schedules: Engage in interactive exercises to add clients to programs and create service schedules within your Salesforce instance.
Create Reports: Taking all that we have learned about the PMM Data Model we will create reports for tracking clients.
Meet Your Guide
I'm Sarah Epting, the Founder and CEO of Technopath. I'm passionate about guiding both nonprofit professionals and future Salesforce Admins to harness the power of Salesforce to better their community.
I am here so you could use my 18 years of combined nonprofit and Salesforce experience to help to take your career or nonprofit to the next level through the NPSP Academy.
Let's make it happen!