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所在平台: Udemy |
课程主页: https://www.udemy.com/course/salesforce-nonprofit-success-pack-npsp-beginner/
课程评论：没有评论
**课程名称：** Salesforce 2023 - 非营利组织成功套件 (NPSP) 入门 **课程概述：** 本课程专为负责维护、配置和管理 Salesforce 的非营利组织人员设计。无论您的角色是全职管理员、“兼职”管理员，还是志愿者，您都将学习如何设置 NPSP（非营利组织成功套件）。 NPSP 是 Salesforce 专为非营利组织免费提供的工具（前身为“非营利组织入门套件”），它允许非营利组织更有效地管理其核心业务流程。NPSP 基于 Salesforce 企业版，预先配置为一套易于使用的筹款和利益相关者管理应用程序，旨在简化非营利组织的日常工作。 NPSP 是一个免费、开源的产品，是与 Salesforce ORG 社区合作开发的，专门为满足非营利组织的需求而构建。它能够帮助您的组织管理联系人、家庭、捐赠、组织账户、从属关系和赠款生命周期，并跟踪联系人、捐赠和定期捐赠之间的关系。 **重要提示：** Salesforce 功能强大且复杂，学习过程需要时间和耐心。本课程提供基础概览，并会推荐深入学习的资源，但请勿期望在短时间内“精通 Salesforce”。 **课程大纲：** 无
Welcome, Chosen One!Okay, maybe you didn't come to this fortune via a cookie, but somewhere along the line it was decided that you would become the person responsible for the upkeep, configuration, and reliable operation of Salesforce for your nonprofit. You might be a full-time dedicated administrator (amazing!), you might be what we call an "also admin" as in "I will serve as the admin while I ALSO fill my other roles" (also amazing!), you might even be a part-time volunteer (this, too, is amazing!). No matter what your exact role, this trail provides a basic overview of how to set up Nonprofit Success Pack (NPSP)-a tool for Salesforce designed specifically for nonprofits.The Nonprofit Success Pack NPSP (formerly known as "Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce ORG and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes. It is currently compatible with Salesforce Classic, and with some known issues with Lightning. The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier. NPSP is a free, open-source product developed in partnership with the Salesforce ORG community, NPSP is built specifically with the needs of nonprofits in mind. Whether your organization is all-volunteer, moderately staffed, or well-established and resourced, the Nonprofit Starter Pack (NPSP) will help you advance your mission - as it's doing everyday for tens of thousands of nonprofits.NPSP can help your Nonprofit Organization:Manage your contacts and households, donation payments, organization accounts and affiliations, and grant lifecycles.Track relationships between contacts, donations and recurring donations.As we go, we'll recommend places where you can dig deeper into Salesforce when you want to, but be warned: Salesforce is a powerful and complex suite of products and there will always be new things to learn. So don't expect to "master Salesforce" in a couple hours or even a couple days.Badabing Badabooooooom!Let's goooooo!
