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所在平台: Udemy |
课程主页: https://www.udemy.com/course/how-to-set-up-salesforce-for-a-charity-or-nonprofit/
课程评论：没有评论
课程名称：如何为慈善机构或非营利组织设置Salesforce 课程概述：本课程旨在帮助全球慈善机构和非营利组织了解如何申请Salesforce捐赠许可，并定制Salesforce系统，以确保成功的用户推广。课程重点在于免费试用、申请流程以及我们为所有非营利组织推荐的定制方案。讲师自2015年以来完成了多个慈善机构的Salesforce实施项目，并根据以往经验整理出了一份能帮助确保成功项目的定制技巧列表。 本课程并非旨在帮助学员通过非营利云顾问认证考试，而是更注重Salesforce在非营利组织中的实际应用与实施。课程期间，讲师将进行屏幕共享，逐步演示实施和定制Salesforce所需的确切步骤。虽然Salesforce可以“开箱即用”，但某些定制能让其使用体验更加愉快和强大。课程内容还包括数据安全和清晰性的建议，保护数据并避免未来的混淆。 Salesforce为符合条件的慈善机构/非营利组织提供10个完全免费的用户许可证，因此如果您的组织员工不超过10人，Salesforce是个完美的选择。Salesforce建议与实施顾问合作，以最大化系统带来的好处。本课程特别为希望自行实施Salesforce的组织设计，尤其适合预算有限的机构。同时，对任何管理非营利组织Salesforce实施或希望更多承担内部工作的人员也会有所帮助。
This course is to help charities and nonprofits around the world to understand how to sign up for the Salesforce donated licences and customise Salesforce to set the system up for a successful rollout to users. The focus of the course is on the free trial, application and the customisations we recommend for all nonprofits. I have completed numerous Salesforce implementations for charities and worked with existing Salesforce organisations and the customisation tricks are a list I've created since 2015 of things I know will help lead to a successful project.This course is not designed to help you take or pass the Nonprofit Cloud Consultant Certification and it doesn't focus on the exam. However, you may find it useful background information if you are working towards this. The focus of the course is much more around the practical implementation of Salesforce for nonprofits / charities.During the course, I will screenshare and walk through the exact steps you need to go through to implement and customise Salesforce. Salesforce does work perfectly well 'out of the box' but there are certain customisations that I think really help make Salesforce more fun and more robust. We include recommendations for data security and clarity which will protect data and save confusion later on in your Salesforce journey.Salesforce offers 10 completely free Salesforce user licences to eligible charities/nonprofits so if you work in an organisation with 10 or less employees then Salesforce is a perfect fit. Salesforce recommend working with an implementation consultant to maximise the benefits you can gain from the system. We've created this course for organisations that would like to implement Salesforce themselves, perhaps because there is no budget available to use a consultant. It would also benefit anyone who is managing a Salesforce implementation for a nonprofit or who would like to take on more of the work in-house.
