This project was completed on Aug 9, 2019
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Matched with Sachin P
Matched with
Sachin P.

Salesforce Training

Posted by
Rani C.

Board Member

Posted Date
Jun 15, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $7,888 , allowing us to place those funds towards directly serving our youth.

Project Details

What We Need
  • A one-day intensive Salesforce training for up to five staff members
  • A document summarizing topics covered during training
Additional Details

I need a focused training on Grants Management in Salesforce. I am the only one who will need the training so it will be more one-on-one. I do have an intermediate level knowledge of Grants in Salesforce so far, but I need more guidance and training.

What We Have In Place
  • Would it be possible for us to meet one-on-one in a cafe, etc. to work on this as it will just be me and you, the volunteer? This would be the easiest way for me to do this.
How This Will Help

Learning how to manage grants in Salesforce will really give me the ability to keep track of and maintain our grants well so that we are able to clearly see the work we are doing, our expected payments, and how far we need to go to meet our goals for the year. Better organization will prepare a path for success.

Project Plan

P
Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
1
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
2
Milestone 2: Follow-up
  • Professional delivers document detailing training topics
  • Professional remains available to Volunteer Manager for up to a week for follow up questions
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About The Org

Our Mission

Our mission is to reach out to orphans by establishing and developing children's homes that meet their physical, emotional, intellectual, and spiritual needs. We also strive to reach out to poor widows by developing supportive community programs that enable better opportunities, helping them lead independent lives.

Testimonials

Sachin had some great feedback for me about using Salesforce to input and evaluate our data to better serve our needs. We are thankful for his help.
Rani C.

Board Member

Salesforce Training Project

(No testimonial has been submitted by Sachin)

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