DOT Screencasts
DOT Video/Screen Casts
|
Screen Cast Title |
Content Overview |
Producer |
Status |
|
What is Salesforce |
A brief overview of what a CRM is and why nonprofit should use it. Essentially - the contents of our brown bag in a short video. |
||
|
How To Login |
How do I login to Salesforce from work? What about home or a coffee shop? |
||
|
Tabs and Home Page |
What are the tabs on the homepage, and what do they do and when do you use them? An orientation. |
||
|
What are Contacts? |
Contacts are a place to store information about people, not entities or organizations. Cover main record, detailed list, and sub items |
||
|
Creating a Contact |
How to create a contact, add required information, and to check for duplicates |
||
|
Contact Details |
How to view and edit additional information about contacts (relationships, household information, giving history and more) |
||
|
Looking Up a Contact/Account |
How to lookup or find a Contact or Account |
||
|
How to manage Volunteer Interests |
|||
|
What are Accounts? |
Accounts are a place to store information about entities/organizations, not individuals. Cover main record, detailed list, and sub items |
||
|
Creating an Account |
How to create an account, add required information, and to check for duplicates |
||
|
Account Details |
How to view and edit additional information about accounts(relationships, contact information, giving history and more) |
||
|
What is a Household |
Explanation about household and naming conventions and updates |
||
|
What is an Activity |
An overview of Activities - what they are and how you might use them to better understand your relationships with Contacts and Accounts, and to keep track of what is going on with Opportunities |
||
|
Creating an Activity |
How to create an activity, review the history, and how to log a call or a meeting or to record an email conversation |
||
|
How to create a relationship map between individuals and accounts |
|||
|
What is an Opportunity |
An overview of how to use Opportunities to forecast and track your giving, volunteering and other "pipeline" of interaction |
||
|
Creating a regular donation opportunity |
How to create an opportunity for a donation, and to review its history and to status it. |
||
|
Creating a major gift donation opportunity |
How to create an opportunity for a major gift, and to review its history and to status it. |
||
|
How to enter a donation/major gift payment |
How to note that you've received a check/cash/credit card gift and how to status the opportunity. |
||
|
How to enter a matching gift |
|||
|
How to manage pledged giving |
|||
|
How to manage soft credits |
|||
|
How to create a Volunteer opportunity |
|||
|
Cloning an opportunity to remind yourself to ask again! |
|||
|
What is the Console? |
|||
|
How do you choose a different Dashboard |
|||
|
What is a Lead |
|||
|
What is the Lead Converter |
|||
|
What is a Web to Lead Form |
|||
|
How to Import Online Donation Information |
|||
|
How to find Reports |
|||
|
How to Run a report |
|||
|
How to Export a report to Excel |
|||
|
How to Customize and Save a Report |
|||
|
What Is a Campaign |
|||
|
How to Create a campaign |
|||
|
How to add people to a campaign |
|||
|
How to create an email campaign (see Vertical Response) |
|||
|
How to manage Event Participation |
|||
|
What is Vertical Response |
|||
|
How do you use VR to deliver an email campaign from Salesforce? |
|||
|
How to you track your email results |
|||
|
Where do you see reports |
|||
|
How do I run a Thank You List |
|||