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Trailhead

Manage Fundraising with Nonprofit Cloud

Salesforce via Trailhead

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Overview

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Use Salesforce to track donations and build donor relationships.
  • Manage your mass-market fundraising, high-touch fundraising, and fundraising operations.
  • Track gift commitments, designations, and transactions to streamline operations.
  • Manage campaigns, outreach source codes, segments, and appeals.

Syllabus

  • Nonprofit Cloud for Fundraising: Quick Look
    • Meet Nonprofit Cloud for Fundraising
  • Fundraising Operations Basics
    • Understand Fundraising Records
    • Define Gift Designations
    • Create and Manage Gift Commitments
    • Track Gift Transactions
  • Soft Credits and Tributes in Fundraising
    • Credit Everyone Involved in a Donation
    • Create a Soft Credit
    • Create a Tribute
  • Donor Engagement in Fundraising
    • Meet Donor Engagement
    • Develop Your Engagement and Campaign Strategy
    • Configure Campaigns and Outreach Source Codes
    • Send Appeals and Track Results
  • Philanthropy and Partnerships in Fundraising
    • Meet Philanthropy and Partnerships
    • Manage Portfolios and View Donor Profiles
    • Work with Prospects and Donors

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