Play by Play: Embarking on the Salesforce Nonprofit Journey

Salesforce has been committed to supporting nonprofits with its technology for over 15 years. In this course, you’ll get an orientation into how Salesforce and its technology serve the sector with their vision, product offerings, and supporting culture.
Course info
Level
Beginner
Updated
Jan 23, 2020
Duration
2h 29m
Table of contents
Course Overview
Introduction and Setting the Stage
Salesforce Philanthropic History
Nonprofit Products
Connected Nonprofit Demo
Nonprofit Editions and Pricing
Nonprofit Implementation
Nonprofit Post Implementation
Summary and Recap
Description
Course info
Level
Beginner
Updated
Jan 23, 2020
Duration
2h 29m
Description

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, you’ll learn about Salesforce’s historical commitment to helping nonprofits, non-governmental organizations and charities of all sizes and missions to further their impact, and how Salesforce’s founders engrained giving back into its company culture and technology. You’ll discover how their product helps organizations of all sizes manage their constituents and deliver on their mission, what some of their product offerings are, and how their technology is implemented to deliver true organizational value. By the end of the course, you’ll have a foundational understanding of how Salesforce serves the sector, and some technology solutions and paths to consider when embarking on your own Salesforce Nonprofit Journey.

About the author
About the author

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing

More from the author
Play by Play: Demystifying Salesforce CPQ
Beginner
2h 18m
Feb 14, 2020
More courses by Don Robins
About the author

Garrett has been in the Salesforce ecosystem since 2007.ˇ He started as a member of the support and technical account management teams directly after college.ˇ He then transitioned to technical instruction where he taught salesforce employees, consultants, customers and partners how to better deploy, administer and optimize their use of the Salesforce platform.ˇ He also spent time in that role doing technical curriculum and role based certification exam development.ˇ He now works for Salesforce.org, a division of Salesforce, focusing on nonprofit organizations as a Solution Engineer.ˇ He lives in San Francisco, CA and is often found scuba diving, snow skiing or absorbing sunshine on motorcycle ride down Highway 1 with his dad.

Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects, to discuss common challenges faced every day by Salesforce customers. In this course, we challenge Garrett Farwell, Senior Solutions Engineer at Salesforce, to help us understand how Salesforce partners with nonprofit organizations of all sizes to manage their constituents and deliver on their mission. First, Garrett sets the stage with some historical context around Salesforce's commitment to helping nonprofits, non‑governmental organizations, and charities of all sizes, and explains how Salesforce's founders ingrained giving back into its company culture and technology from the very beginning. Next, he provides an overview of the Salesforce.org Advantage, walks us through some of the products available to nonprofit customers, and clarifies the differences across the Nonprofit Cloud, the Philanthropy Cloud, the Education Cloud, and foundationConnect. He sets up a real‑world, nonprofit scenario reviewing some of the tools used to engage with and manage constituents, explores processes to define and reach goals, and clarifies some of the various additions and pricing models. Along the way, he walks us through the key aspects of initial implementation, highlights some post‑implementation considerations, and provides pointers to many of the resources provided by Salesforce to help ensure customer success. By the time we're done, you'll have a foundational understanding of how Salesforce serves the nonprofit sector and some of the available technology solutions and paths to consider when embarking on your own Salesforce nonprofit journey. So if you need to know more about Salesforce in the nonprofit world, please join us for Embarking on the Salesforce Nonprofit Journey. We hope you enjoy it.