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This project was completed on Jun 8, 2023
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Matched with susmitha G.
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See the Impact story
Salesforce Training
Help EduCare Foundation by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
EduCare Foundation
Van Nuys, CA, USA
Salesforce Training
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
We are a team of 3 who have been using Salesforce without official training. We are interested in learning the basics as well as having answers to questions we have regarding creating certain reports.
What we have in place
- We currently have a basic knowledge of Salesforce with some reports in place, which should make it easy for you to get started. We also have a dedicated volunteer who is an Excel expert, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to pay for a graphic designer.
We have experienced a huge uplevel in our donor tracking and stewardship. We would like to expand the use of Salesforce for other departments in our Foundation.
Project plan
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Testimonials
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