In this online course, we cover how to use Salesforce Campaigns, Reports and Dashboards as a front end user which includes:

• Creating Campaigns
• Adding contacts to a Campaign
• Sending a List Email to Campaign contacts
• 'Out of the box' Reports (including a brief overview of reports for the Nonprofit Success Pack)
• Create your own Report
• Create a Dashboard
• Create a new Report Type

This course is aimed at those wishing to use Salesforce Campaigns, Reports and Dashboards practically for their role or for interest/home study. It does not cover implementing Salesforce - for example, in this course, we don't cover Page Layouts, adding fields etc.

If you're using the Salesforce Nonprofit Success Pack, you may want to attend our 'How To use Salesforce NPSP' course before this one on Campaigns, Reports & Dashboards.

Screen sharing during the session

We encourage you to practice the techniques as we do the course and ask for volunteers to share their screen to show other participants what they've done. Please ensure if you share your screen that it does not include sensitive data. All participants should respect the privacy of those volunteers who choose to share their screen.

Workshop Prerequisites

You need access to a Salesforce account for this course so you can practice the techniques as you go along. If your organisation already uses Salesforce, make sure you've practiced logging in before the course and can see tabs such as Campaigns, Reports and Dashboards. If your organisation would prefer you to work in a test (sandbox) system for the training, your Salesforce administrator can set this up for you. I think working in the Live (real) system is beneficial, especially to see the Reports and Dashboards, but bear in mind that you are working in a real system.

You can sign up to a free edition of Salesforce Sales Cloud if you don't have access to a Salesforce account by visiting salesforce.com/products/sales-cloud/overview/

Salesforce donates 10 free user licenses to nonprofits so if you have a charity with 10 or less staff, you can access Salesforce for free. For more information on Salesforce Pricing visit our blog post. You can sign up for a free trial of Salesforce NPSP using this link but you'll need to complete your application for donated licenses during the free trial in order to keep access after 30 days. If you choose to apply for Salesforce.org’s Power of Us program, your selected trial will become your permanent Salesforce configuration.