Name: Working with Data in Salesforce
Start: 2020-02-26T13:00:00-05:00
End: 2020-02-26T16:00:00-05:00
Location: Craftsman Technology Group

Working with Data in Salesforce

Craftsman Technology Group is a technology services firm with a mission to help nonprofit organizations grow and thrive.We pair technical expertise with a deep understanding of the sector to craft tech solutions that last.We specialize in thoughtful systems design and implementation, data analysis and business intelligence, and Salesforce administration for nonprofits.Our work prioritizes outcomes over hours, root cause solutions over quick fixes, and engaged relationships above all else.Our experience is deepest with organizations that focus on Community Development (CDFIs), Public Health, and building strong, inclusive communities.We strive to do good for our staff, good for our communities, and good for our world at large.We provide 100% of our services to mission-driven organizations. Our team is 100% salaried, full-time professionals. We are a 100% employee-owned small business.

Craftsman Technology Group

Host: Paul Baxter, Knowledge Manager + Analyst, Craftsman Technology Group
Working with Data is a half day classroom training recommended for intermediate-level Salesforce users. Each BOOTCAMP Plus session focuses on a specific topic and allows for detailed scenarios and hands-on exercises. It gives nonprofit professionals a deeper understanding of how to best leverage Salesforce.
Learn how to successfully import and maintain your organization's information by matching your data to Salesforce’s internal structure. Leave with a toolkit for managing your data in the system. Gain the confidence and knowledge to:
<UL>
<LI>Prepare data in Excel</LI>
<LI>Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard</LI>
<LI>Execute imports</LI>
<LI>Migrate donations and attach the data to accounts</LI>
<LI>Migrate cases and attach data to contacts</LI>
<LI>Add contacts to campaigns</LI>
<LI>Execute advanced migration using External IDs to attach donations to accounts</LI>
<LI>Insert, update and delete with a data migration tool</LI>
</UL>
Please bring a laptop to the training. There will be hands-on learning exercises. Chrome or Firefox browsers are recommended (Internet Explorer and Safari do not work well with Salesforce). Chromebooks and tablets are not recommended due to varying interfaces.
Contact <A HREF="mailto:events@craftsmantech.com" TARGET="_blank" REL="nofollow noopener noreferrer">events@craftsmantech.com</A> with any questions or for more information.

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Working with Data in Salesforce

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