Are you new to Salesforce and looking for a starting point?
Pure Charity has designed custom Salesforce Trailhead Modules specifically for Nonprofits to help you become familiar with essential features for the effective use of Salesforce.
We recommend that all your Salesforce Users begin with the Introduction to Salesforce Trailmix (https://trailhead.salesforce.com/en/users/michaelrusch/trailmixes/pure-charity-salesforce-trailmix)
Additionally, based on the specific roles in your Nonprofit, we suggest the following additional Modules:
- Finance and Accounting Trailmix (https://trailhead.salesforce.com/en/users/michaelrusch/trailmixes/pure-charity-finance-and-accounting)
- Development and Fundraising Trailmix (https://trailhead.salesforce.com/en/users/michaelrusch/trailmixes/pure-charity-development-fundraising)
- Salesforce Beginner Admin Trailmix (https://trailhead.salesforce.com/en/users/michaelrusch/trailmixes/pure-charity-admin-trailmix)
Note: a Salesforce UserID is required to access the Salesforce Trailhead site.
For additional training or to work towards Salesforce Certification, the Trailhead site offers a very large library of training modules and programs.
Feel free to contact Pure Charity for recommendations on additional Trailhead Modules and Courses.
Still need assistance? Please contact Pure Charity Support.