Salesforce Quick Start
for Nonprofits
Completion Timeline:
Approximately 4 Weeks
Call +1 516 637 2191 or
email [email protected]
for more information.
Salesforce Quick Start
Completion Timeline:
Project Kickoff and Business Process Reviews
We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.
Household and Contact Setup
We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.
Customized Donation Setup
We’ll set up your donation record for managing your donation revenue.
Salesforce Training
We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.
