Salesforce Training

Help Taller De Jose by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
Taller De Jose
Chicago, IL, USA
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Taller De Jose
Chicago, IL, USA


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Posted July 21st

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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 have had Salesforce for both client and donor database needs since 2021, but have had significant staff turnover since then. We could use a training to ensure we're using Salesforce to its greatest capacity for our organization.

What We Have In Place
  • We currently have a customized database platform, which should make it easy for you to get started. We also have a basic manual as a starting point, and the ability to provide any other information you need.
How This Will Help
This project will save us $7,888 , allowing us to focus efforts on our accompaniment services for those most impacted by COVID-19.

We often spend more time than we should trying to navigate our Salesforce database, which take capacity away from programming and fundraising efforts. This training would provide staff the ability to leverage Salesforce for improved fundraising efficiency and enhanced outcomes and data reporting.

Project Plan

Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
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

Taller De Jose
Posted by
Anna M.

Executive Director

Our Mission

Taller de Jose accompanies individuals, serving as a bridge to connect them to the health, legal, and social services needed to achieve their goals. As a member of the Congregation of St. Joseph Mission Network, we create more connected communities.

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