How to set up Salesforce for a charity or nonprofit

What you'll learn
Understand the different types of Salesforce options available for charities or nonprofits
How to sign up to a free trial of the Salesforce Nonprofit Success Pack (NPSP)
How to apply for the 10 donated Salesforce User Licences that Salesforce gives to charities / nonprofits
Setting up your charity / nonprofit for success - top tips for setting changes and tweaks
Requirements
Interest in implementing Salesforce for a charity or nonprofit
No programming or prior Salesforce knowledge is needed
Description
This course is to help charities and nonprofits around the world to understand how to sign up for the Salesforce donated licences and customise Salesforce to set the system up for a successful rollout to users. The focus of the course is on the free trial, application and the customisations we recommend for all nonprofits. I have completed numerous Salesforce implementations for charities and worked with existing Salesforce organisations and the customisation tricks are a list I've created since 2015 of things I know will help lead to a successful project.
This course is not designed to help you take or pass the Nonprofit Cloud Consultant Certification and it doesn't focus on the exam. However, you may find it useful background information if you are working towards this. The focus of the course is much more around the practical implementation of Salesforce for nonprofits / charities.
During the course, I will screenshare and walk through the exact steps you need to go through to implement and...

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