Salesforce Training

Help African American Board Leadership Institute (AABL… by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
African American Board Leadership Institute (AABLI)
Los Angeles, CA, USA
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African American Board Leadership Institute (AABLI)
Los Angeles, CA, USA

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Education

Posted September 13th

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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

Seeking knowledge about Salesforces (SF) ability to streamline our organization's data entry tasks. Learn how to view our network in a holistic way. Staff learn ways to modify fields without SF administrator support. Support with outside platforms and their integrations into SF.

What We Have In Place
  • We currently have Salesforce, which should make it easy for you to get started. We also have some understanding about the Salesforce platform, 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 our efforts on building our placement program.

We currently use Salesforce and staff have some ideas about how to use the platform. However, support from a Catchafire volunteer would enable us to ask more questions and get detailed responses about improving our usage as an organization.

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

African American Board Leadership Institute (AABLI)
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Posted by
Kayla R.

Program & Placement Coordinator

Our Mission

The mission of the African American Board Leadership Institute is to strengthen nonprofit, public and private organizations through recruiting, preparing and assisting with the placement of African American professionals on a broad range of governing boards.

What We Do

AABLI's target populations are 1) African American professionals who wish to serve on governing boards, and 2) organizations (nonprofits, foundations, commissions and corporations) seeking skilled professionals and ethnic diversity on their boards.

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