Training: Managing your Salesforce Environment

When:  May 20, 2020 from 1:00 PM to 4:00 PM (ET)
Associated with  Open Forum

Managing your Salesforce Environment is a half day online training recommended for Salesforce administrators. The training allows for detailed scenarios and hands-on exercises to give nonprofit professionals a deeper understanding of how to best leverage Salesforce.

Learn admin best practices to minimize staff frustration, increase user adoption, save resources, and maintain the quality of your data. Leave with the confidence and knowledge to:

  • Maintain user and company profiles
  • Manage duplicates + ensure data integrity
  • Leverage automation
  • Customize the Salesforce Lightning interface

*Price is per organization, not per individual. Each ticket is valid for up to three staff members. If you have more than three staff members attending please purchase an additional ticket.

*It is recommended to use two screens/monitors during the training - one for the video call and the other for hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.

Contact with any questions or for more information.


Online Instructions: