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Fundraise with Nonprofit Success Pack

学习路径

Fundraise with Nonprofit Success Pack

Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce.

+1,800 分

进阶级

最终用户

~5 小时

您将获得的技能

完成学习路径以构建您的专业技能。了解更多

客户沟通

数据管理

商业运营

产品

Nonprofit Cloud

行业

非盈利

+1,800 分

进阶级

最终用户

~5 小时

+500 分

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Donation Management Basics with Nonprofit Success Pack

Track and acknowledge one-time donations, pledge payments, and recurring donations.

~1 小时 40 分钟

Create and Edit Donations

~20 分钟

Create and Edit Payments

~20 分钟

Create and Edit Recurring Donations

~20 分钟

Create and Edit Donation Allocations

~20 分钟

Acknowledge a Donation

~20 分钟

hide隐藏 5 个单元

+400 分

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Donation Soft Credit Management with Nonprofit Success Pack

Assign credit for a donation to one or more people who are not the donor.

~1 小时 10 分钟

Manage Contact Roles and Soft Credits

~20 分钟

Create and Manage Soft Credits

~15 分钟

Create Matching Gifts

~20 分钟

Manage Partial Soft Credits

~15 分钟

show显示 4 个单元

+500 分

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Moves Management with Nonprofit Success Pack

Move a donor or funder from cultivation through solicitation.

~1 小时 25 分钟

Identify Target Prospects

~10 分钟

Manage Engagement Plans

~15 分钟

Manage Donors, Tasks, Events, and Email

~20 分钟

Visualize the Solicitation Process with Path, List Views, and Kanban

~20 分钟

Collaborate with Chatter

~20 分钟

show显示 5 个单元

+400 分

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Stakeholder Email Communication with Nonprofit Success Pack

Learn how to manage email to individuals and small groups more efficiently.

~45 分钟

Learn NPSP Email Basics

~5 分钟

Send Email to Individuals

~15 分钟

Send Email to Groups

~20 分钟

Add Advanced Email Tools

~5 分钟

show显示 4 个单元

~5 小时

了解更多

查看其他 Salesforce 产品，了解它们如何帮助您创建更个性化的客户体验之旅并做出以数据为主的决策。