Success with Salesforce

By Nikki Sutton | April 8, 2014 |

New to Salesforce?

If you are implementing on your own, here are a few steps to help your organization get started with You can also engage the services of a consulting partner to help you implement. Need help finding a partner?

11 Steps to Salesforce Success

1. Get Ready
• Prepare your organization for success by completing our Getting Ready Playbook:

2. Take Training
• Overview of your success resources
• Login to your salesforce ORG and click the Help & Training link to open the Help & Training portal. Then click the links below to access this series of free Getting Started e-learning modules from

• Overview of the Nonprofit Starter Pack
• Foundation webinars

3. Structure Salesforce for the way your organization works
• Understand how to control access and visibility

4. Make Salesforce work for your specific needs
Customize and add fields, objects, and define page layouts so that users can get the data they need.

5. Get your records ready for Salesforce users
Add your existing contacts and organizations and other data to Salesforce so that your end users can see the value of Salesforce as soon as they login.
Data importing video overview playlist from
Import data into the Nonprofit Starter Pack

6. Bring the rest of your organization on board
Adding and managing users

7. Get set to track your impact
Set up reports and dashboards to measure your impact in real time.

8. Socialize your team and work smarter
Set up Chatter and use it to communicate and collaborate.

9. Make it easy to work with Outlook or other email integrations
• Set up Salesforce for Outlook so users can seamlessly sync their work and records in both systems.
• Or use an App from the AppExchange to connect Gmail or other email programs to Salesforce.

10. Shop the AppExchange for solutions and tools to extend Salesforce and increase your success
• Browse apps for nonprofits or apps for education.
Discounted apps for nonprofits.

11. Join the Salesforce Community
• Get an answer or find resources in the Power of Us Hub
• Attend a nonprofit user group meeting
• Sign into the Power of Us Hub and join the higher education Chatter group