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Trailhead

Fundraise with Nonprofit Cloud

Salesforce via Trailhead

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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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