Training Videos
Alphabetical Index by Role (list will be updated as new videos become available):
- Salesforce Essentials (START HERE)
- Change Email Receipt FROM Email Address
- Donors Stats - Set N Value & Define Donation Rollups
- List Views - Edit and Create New
- How to Edit Picklist Value Fields
- How to Add Users, Profiles, and Open Licenses
- How to Merge Duplicates
- Profiles and Roles Overview (NEW 6/17/15)
- Receipting Workflow (NEW 6/22/15)
- Reports - Modify and Create
- Address Verification Service - Smarty Streets (NEW 7/23/15)
- BCC to Salesforce Set Up and Use (NEW 7/23/15)
- MailChimp to Salesforce Setup - install, configuration and use instructions (NEW 12/7/15)
- MailChimp to Salesforce Setup - instructions to clean your list (New 12/7/15)
- How to Create a Roll Up Field (NEW 2/12/16)
- Assigning a Soft Credit
- Batch Data Entry and Settings
- Gift Entry to Receipting - Complete Workflow
- How to Enter Split Gift Donations
- Look up dialog boxes (How-to add columns) (NEW 6/22/15)
- How to do Paper Receipting Mail Merge (NEW 9/30/15)
- 2015 YFC/USA Development Strategy
- Dashboards Edit New and Assign
- Development WEEKLY Activities
- Development MONTHLY Activities
- Salesforce 1 Mobile App Overview (NEW 5/22/15)
- SF How to Manage Activities (NEW 7/23/15)
- Assigning Ownership of Salesforce Records (NEW 9/30/15)
- How to Manage Events in Salesforce (NEW 9/30/15)
- Set up a Year End Call List (NEW 10/16/15)
- Custom Email Receipts (based on Desgination) - How to edit the workflow (NEW 6/22/15)
- Salesforce Email Templates - Setup and Sending
- C&P Training Video (NEW 6/18/15)
- C&P Video Timeline Document (download and use to fast forward to topics that you are interested in) (NEW 8/26/15)
- C&P Video How to make form updates using the Amazon S3 Browser (NEW 8/26/15)