Home

General User`s Manual

1. Letterheads Se Email Templates Mail Merge Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Administration Email Administration Google Apps x v Iv Iv Under Communication Templates select Letterheads to bring up the letterheads page 16 Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All Al Q Quick Find Letterheads define the look and feel of your HTML email templates Your HTML email templates can inherit the logo color and text settings from a Letterhead Bel organization s Letterheads Force com Home Tip Create just a single Letterhead for your company Use this Letterhead as the foundation for all your HTML email templates ae View All Create New View 2 Personal Information 2 Other gt Email gt Import Whatis a Letterhead gt Desktop Integration Action Letterhead Label Available For Use Descriptio gt My Chatter Settings Edit Del General Thai CDC 4 Edit Del General Thai CDC 2 m Edit Del Letterhead 4 MES Edit Del Volunteer Sample Letterhead gt Create m AI BICIDEIFIGIHII JIKILIMNI OPIQRISTIUVIW XY Z Other AM Select New Letterhead to create a new letterhead Home Contacts Donatio
2. After finishing the html content you are prompted to create the text version A button at the top Copy text from HTML version gives the option of copying text from the html version that you created Home Contacts Donations Recurring Donations amp Pledges Projects Expand Collapse All Q Quick Find Force com Home Personal Setup My Personal Information Email i Import Desktop Integration My Chatter Settings App Setup Customize i Create gt Deploy Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup gt Manage Users 1 Company Profile HTML Email Template Help for this Page 6 My Template Back to List Letterheads Preview your email template below Edit Properties Edit HTML Version Edit Text Version Delete Clone Email Template Detail Folder Donations Email Template Name Template Available For Use Template Unique Name Template Last Used Date Letterhead My Letterhead Times Used Email Layout Formal Letter Encoding General US amp Western Europe 150 8859 1 ISO LATIN 1 Author Vishal Punjabi Change Description Created By Vishal Punjabi 12 2 2011 7 50 PM Modified By Vishal Punjabi 12 2 2011 7 50 PM Edit Properties Edit HTML Version Edit Text Version Delete Clone Email Template Send Test and Verify Merge Fields Sub
3. What are you working on Recommendations EIS PEOPLE More Shares interest in 7 Attach 42 File Link Thai Town Marathon ollow outreach materials design Sort by Post Date Maria L Thai CDC Logo User ee Shares interest in a record S THAI CDC 10002 October 6 2011 at 7 02 PM Comment Like Follow 8 Thai Community Pheel x Development Center 3 All Thai Community Development Center Maria created this group Joined in the last month 4 Vishal September 30 2011 at 11 45 AM Comment Like Q Follow 1 1 Apsonsi Photo RECORDS More Thai Community o Development Center Lj Lotus3 Recently viewed by you Q Follow Y Recycle Bin Calendar New Event Unresolved Events Calendar Help Select Setup by clicking your username at the top right of the screen and clicking Setup i 7 discussions and sol App Setup Quick Links Featured Content Webinar Developing Customize Deploying with Ruby gt Create Tools a Users App Heroku gt Develop Force com Quick Start New user Manage apps 9 Events Deploy Schema Builder Add multiple users Manage profiles D Schema Builder New 4 5 New custom object Reset users passwords Enable Chatter feeds Heroku Installed Packages 01 Deploying change Marketplace 5 Scaling ben 3 Security Data Environments Cloud Critical Updates New profile Impor
4. gt Monitoring Salesforce provides field that you can use to automatically populate your templates For example to automatically fill in contact s first name the template you should have Contact FirstName 25 Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All Q Quick Find Force com Home Personal Setup My Personal Information gt Email gt Import Desktop Integration gt My Chatter Settings App Setup gt Customize gt Create Develop Deploy Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup gt Manane licere HTML Email Template Edit My Template Help for this Page Enter the text only version of your email template here This is what recipients will receive if they cannot view HTML emails If you leave the text only version blank salesforce com automatically creates text only content for you based on the current HTML code If you do not leave the text only version blank edits to the HTML version will not be reflected in the text only version Available Merge Fields Select Field Type Contact Fields Select Field Copy Merge Field Value Step 4 Create text only version Step 4 of 4 Previous Save Cancel Copy text from HTML version Text Only Email Content Subject My Subject
5. salesforce com Ges Cin Demand Number of records 13 Displaying records 1 13 Donations Adding Donations The best way to add donations is by selecting the contact that the donation is from and adding the donation to that contact This is the ideal way to add a donation to a contact because it will automatically associate the donation with that contact If donations are added via the Donation tab then it is more difficult to associate that donation with the contact Begin by navigating to the contact s page in one of the two ways described in the Editing Contacts section above Once on the contact page scroll down to the Donations section and click on the New Contact Donation button vw System Information Created By Tommy Trojan 11 4 2011 12 20 PM Last Modified By Katelyn Swift Spong 11 21 2011 12 38 AM Edit Clone Copy Address to Household Donations New Contact Donation Donations Help No records to display Select the appropriate donation type and click Continue Select Donation Record Type Record Type of new record Donation Continue ancel Available Donation Record Types Record Type Name Description Donation Donation Received Grant Grant Received Major Gift Large Donation from a Major Donor Matching Donation Matching Donation from an Donors Employer or other Organization Membership A membership record type Fill in the correc
6. Select Field Type Select Field Copy Merge Field Value Contact Fields App Setup and paste the merge field value into section below Customize Create Step 3 Create HTML version Step 3 of 4 Develop gt Deploy Preview Previous Next Cancel Schema Builder New Installed Packages HTML Email Content 1 Required Information AppExchange Marketplace Subject Subject Critical Updates Administration Setup Manage Users gt Company Profile Security Controls Communication Templates attarhaade Now you can add content to your template Deploy Formatting Controls Font Size BA A U e ZE EE Preview Previous Next Cancel Schema Builder New Installed Packages Required Information AppExchange Marketplace Select Field Type Critical Updates Select Field Copy Merge Field Value Contact Fields v FirstName IContactFirstName 4 paste the merge field value into section below Administration Setup Manage Users Company Profile Security Controls Communication Templates Letterheads MEL 5 IES ESTES TESST PSST SAIS STS TEE FRADE SSS IE TSE TS LST SPS e LIS SSR AT PLS TT SSR Ty Pee Sees eee Mail Merge Templates Translation Workbench PU T ERU een eee ESTO NIS Io Click here to enter content gt
7. Step 1 Specify the recipients to include Step 1 of 4 Select a view below that contains the recipients to be included in this email View Category Bank dit Create New View A BICIDIEJ FIGIHI I JIKILIMI NJO P IJQIRI SI TIJU VIWIX Y Z Other Next Cancel 2 view Contact Email Organization Organization Name rmantari usc edu John Doe ino mantaring org Ino Mantaring A B CI DI EIFIGIHIJ I JIKIJLI MI N JO JPI QIRISI TIUJVIWI X Y Z Other You can also select or deselect contacts to email individually via the checkboxes on the left side of each name Once you have all the contacts you want to email selected click the Next button on the bottom right On the following page select the folder that contains the mass email template you want to use Next select the correct email template You can preview the email template by clicking on the Preview text Note this step requires that you already have a proper email template created To create a new email template see the Creating and Editing Mass Email Templates setion below Once you have selected the correct template click on the Next button Step 2 Select an email template Please select an email template to use To create a new template you must exit this mass email process and create the new template in your personal setu Folder ponations v Preview Name Type Preview Custom Thank You Custom Preview Custom Thank
8. 20 PM Last Modified By Edit Delete Clone Address to Household co Donations Mew Contact Donation Stage Mation Donation Name C3 Alpha Test Donation 11 21 2011 Posted 2 Click on the Donations tab and use the Views to find the donation you want to edit Then click the Edit text next to that donation Home Contacts gt Recurring Donations amp Pledges Projects All Donations v Edit Delete Create New View New Donation A BICIDIEIJFIGIHII JIKILIMI N JO 52 Donation Name Organization Name Amount Close Date Stage Del V Alpha Test Donation 11 21 2 Alpha Test 50 00 11 21 2011 Posted Finally edit the donation and click on the Save button to save your changes Deleting Donations Deleting donations can be done by navigating to the donation with either of the two ways described in Editing Donations above Next click on the Del text next to the donation you want to delete Then click 11 Are you sure Sending Mass Emails In order to send a mass email first navigate to the Contacts tab Then under the Tools section click on the link Mass Email Contacts Select a View that contains all the contacts you want to mass email and click the Go button Note this step requires that you have already created a View that contains all the contacts you want to email See Filter Contacts above for how to create a View 12
9. CRM Contacts Adding Contacts In order to add a contact click on the Contacts tab Contacts gt Donations Recurring Donations amp Pledges Projects Next to Recent Contacts click on New icine Donations Recurring Donations amp Pledges Projects Contacts lt Home View All Contacts Edit Create New View Recent Contacts Fill in all available contact information and then click the Save button Note that if no organization name is specified a new organization with the same name as the contact will be created The contact will be assoaicated with this new organization of one person Editing Contacts In order to edit an existing contact open the contact s page This can be done in two ways 1 Oneis by clicking on the Contacts tab and then finding the contact using a View see Filtering Contacts below for information about how to create views 2 The other way to find a contact is by typing in the contact s name in the search bar at the top left of the page Search All Motions Home Contacts Donations Recurring Donations amp Pledges Projects After searching for the contact by name click on the contact s name Next click on the Edit button Donations 0 Notes amp Attachments 0 Opportunities 0 This will allow you to change the contact s details After editing the con
10. Community Force com Dismiss x Learning Center FAQs Delivered in Winter 12 Best Practices Can you import Contacts from an Excel Salesforce Mobile support for Google Read best practices that help customers spreadsheet Android succeed Posted by Melanie Williams Posted by Alexander Sutherland Tip Sheets more more Learn tips from Salesforce experts eee Ask your question Post your idea New Features Video Release Preview All new features Under Administration Setup in the left hand column select Communication Templates Nonprofit CRM E Discover Winter 12 Unresolved Events Calendar Help discussions and sol Featured Content Webinar Developing Deploying with Ruby Heroku Events Java Heroku 01 Deploying Scaling in Cloud Dec San Franc Rav Area appexchange Recommended App Calendai by Silver M Want to see your Sal data on Calendar with CalendarAnythit App Setup Customize Create Develop gt Deploy schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users Company Profile Security Controls Communication Templates Letterheads Email Templates ee Mail Merge Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Admin
11. Expand All Collapse All Letterhead Q Quick Find My Letterhead Preview your Letterhead details below Force com Home Letterhead Detail Edit Properties Edit Letterhead Delete Personal Setup Letterhead Label My Letterhead gt My Personal Information Letterhead Unique Name Letterhead gt Email Available For Use N d gt Import Description Desktop Integration Created By User 12 2 2011 7 19 PM Modified By User 12 2 2011 7 22 PM gt My Chatter Settings App Setup WN gt Customize lt 2 Il AN gt 1 gt Create Ne gt gt Develop N Y Deploy If you want to edit the properties of the letterhead instead of the contents of the letterhead then click on Edit Properties button If you want to edit the contents of the letterhead then click on Edit Letterhead button 21 Creating E mail Template Search All Search User Options Contacts Donations Create New dd Shortcut 22 Unresolved Items Recent Items Thai Town Marathon outreach materials design Thai CDC Logo L THAI 10902 8 Thai Community Development Center amp Vishal Lj Apsonsi Photo Lj ThaiCDC Website Lj Lotus3 Y Recycle Bin Recurring Donations amp Pledges Projects Calendar Help amp Training My Profile System Log Logout ur User Friday December 2 2011 i Hide Chatter What are you working
12. Page 2 Used Percent Used 305 KB 0 4 3 MB 096 To filter contacts Salesforce makes use of Views A View is basically a selection of whatever records you want to work on based on specified criteria There are many ways to filter contacts or any other record type you may want to filter You can select an existing view edit a view or create a totally new view To select an existing view pick a View from the dropdown list next to View in the Contacts tab Contacts 4 Home View Gol Birthdays This Month Edit Create New View P Category Bank Category Business Mew Category CBO Nam Category CHL Mobile Phone Lam Category Community 1 Category El Monte Pig Category Fundraising Tes Category Government Category Health Care Provider Category Hollywood Chamber of Commerce Mar Category Thai Association 891 9541 310 681 8541 EE Category Thai Business Category Thai Town Merchants SuV Category Volunteer Doe Donations gt 100000 Donations gt 2000 Doe Donations Has Donated 555 6666 310 555 6666 My Contacts Wew Last Week Rej This Week Tools Recently Viewed Contacts mail Status Rennt Immnanrt If the view you currently want to use has already been preselected just click Go To edit a view select any view then click the Edit link beside the Go button Gal Create New View View Category Health Ca
13. You 2 Custom Preview Donation Thank You HTML On the next screen give the Mass email a name Note this name is the name the mass email will be stored under in Salesforce not the subject line of the email You can select to either send the email now or schedule the delivery for another time Once you have done this click the Send button to send the mass email 13 Step 3 Review and confirm You currently have 2 recipient s selected to receive this email Processing Options BCC one message Store an activity for each message Mass Email You 11 21 11 Delivery Options Send now Schedule for delivery 11 21 2011 11 46 AM Zone GMT 08 00 Pacific Standard Time America Los_Angeles After sending the email you should see the following screen Donations Recurring Donations amp Pledges Projects Mass Email 4 Complete Step 4 Your emails have been submitted for processing Congratulations You have finished with the Mass Email wizard 14 Creating and Editing Mass Email Templates Creating Letterhead Search All Search Options Contacts Donations Shortcut 22 Unresolved Items Recent Items Thai Town Marathon Z gt outreach materials design L Thai CDC Logo L THAI CDC logo2 8 Thai Community lopm nter amp Vishal Lj Apsonsi Photo Lj ThaiCDC Website 1 Lotus3 Y Recycle Bin Re
14. column select Communication Templates 27 App Setup Customize Create Develop gt Deploy schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users Company Profile Security Controls Communication Templates Email Template O O Mail Merge Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Administration Email Administration Google Apps F v v Under Communication Templates select Email Templates to bring up the email templates page 28 Search All Search Vishal Punjabi Help amp Training Nonprofit CRM Options Home Contacts Donations Recurring Donations amp Pledges Projects Expand Collapse All Donations Help for this Page Q Quick Find Below is a list of all your email templates in the folder selected Click the new button to create a new text HTML Custom or Visualforce email template You can use these email templates when sending single emails For mass emails only text HTML and Custom templates may be used Force com Home Folder Donations Edit Create New Folder Personal Setup AI BICIDIEIFIGIH IIJIKILIMINIO PlQIRISITIUIVIWIXI Y Z Other My Personal Information New Template gt Email i Import Action Email Template Name t T
15. list To edit a picklist value click Edit to the left of picklist value To delete a picklist value click Del to the left of the picklist value To add a new picklist value click the New button 39 Note Make sure to have the same set of choices both the Lead and Contact picklist fields You must also modify one of these picklists in the Volunteer Job custom object Modifying skills needed under Volunteer Job ap VOLUNTEERS Search All Search User v FOR SALESFORCE Srotnduire Options pti My Profile Home About Volunteers Volunteers Wizard Se Contacts System Log Create New M Volunteer Jobs Logout Home View AllJobs Edit Create New View Recent Volunteer Jobs New Re Volunteer ob tae campain Desert 2 outreach materials design outreach materials design Fabric A New Intern Clean Up Greet amp Meet Need a crew to help clean up after the session 8 Lisa Thai Town Marathon Champiagn1 Our annual marathon to raise money for cancer research within the Thai populous 52 Clean Up o Live Work and Play in East Hollywood Select Setup by clicking your username at the top right of the screen and clicking Setup App Setup Quick Links Customize EY Tools Users Develop Force com Quick Start New user Deploy ochema Builder Add multiple users schema Builder New New custom object Reset users passwords Installed Packa
16. 2 57 PM Edit Del Event Planning Brandon Faster 12 1 2011 2 57 PM Edit Del Fundraising Brandon Foster 12 1 2011 2 57 PM Edit Del Manual Labor Brandon Foster 12 1 2011 2 57 PM Edit Del Marketing Brandon Faster 12 1 2011 2 57 PM Del Pro Bono Brandon Foster 12 1 2011 2 57 PM Back To Tap Always show me fewer Y more records per related list Scroll to the bottom of the Skills Needed page to find the picklist In the picklist you can edit del or add new picklist values 42
17. General User s Manual Thai CDC Establishing a New Client Donor Partner Communications amp Project Tracking Tool Team 01 12 05 11 Contents Logone ID O e 1 Accessing Help and 1 Serif 1 PA fo fo Tao OD OC S 1 EG EDO CODEOCIS AL A P IL LN I A LA ELE LA I ALI A E Ere EI Erde Moe 2 Deleg COI oce DENN EN HNI SUED 2 Moss Deleng CON P I PII 3 Checking Stordge 4 COLA CC gt 5 8 DONON S 9 PRCA DONO MS 9 BOEING 11 Pecna DON UONE E en ee eee 11 Sending Mass Emails 12 Creauns and Editing Mass 15 Creating Letterhead 15 EET 19 Creating E mail Te
18. Google Apps x v Iv Iv Under Communication Templates select Letterheads to bring up the letterheads page 20 Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All Al Quick Find Help for this Page Letterheads define the look and feel of your HTML email templates Your HTML email templates inherit the logo color and text settings from Letterhead Below is a list of your organization s Letterheads Force com Home Tip Create just a single Letterhead for your company Use this Letterhead as the foundation for all your HTML email templates Personal Setup View All Create New View My Personal Information A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Other Email Import New Letterhead What is Letterhead Desktop Integration Action Letterhead Label Available For Use Description General Thai CDC Edit Del General Thai CDC 2 App Setu PP Edit Del Letterhead gt Customize Edt Del Z gt Create 4 Develop Edit Del Volunteer Sample Letterhead Y Deploy Schema Puder AIBICIDIEFIGIHIIJIKILMINIOIPIQIRISITIU VIWIXIY 7 Other Click the letterhead that you want to edit Home Contacts Donations Recurring Donations amp Pledges Projects
19. ML Version Edit Text Version Delete Clone LA Deploy Ai Schema Builder New Installed Packages Email Template Send Test and Verify Merge Fields AppExchange Marketplace Critical Updates Subject My Subject HTML Preview Administration Setup Manage Users Company Profile From this screen you can either edit the properties of the template by clicking on the Email Templates button or you can edit the contents of the template by clicking on the Edit HTML Version button for the html version and Edit Text Version button for the text version Outcome Tracking Click the Projects link on the Navigation bar 29 Ealecfrce Salesforce com Search All To create a new Project click New To view projects select a View 4 Projects Home View QD Gol Create New View Recent Projects When you click New the general fields for a project will be displayed Enter the required information and click Save to save the project to the database or Save amp New to save the project and create a new one 30 4 Project Edit 2 New Project Project Edit Save amp New Cancel Project Information Abbreviation Fund Code Lead Staff Start Date 1 1 1994 11 21 2011 Annual Funding Status None Statement of Need 7 BE M zz Waar When you view or sav
20. curring Donations amp Pledges Projects User Help amp Training My Profile Select Setup by clicking your username at the top right of the screen and clicking Setup App Setup gt Customize gt Create gt Develop Deploy Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users gt Company Profile gt Security Controls gt Communication Templates gt Monitoring gt Mobile Administration gt Desktop Administration gt Email Administration Google Apps Quick Links Tools Force com Quick Start Schema Builder New custom object Security New profile New permission set Add roles Users New user Manage apps Add multiple users Manage profiles Reset users passwords Enable Chatter feeds Hi Data Environments Import accounts amp contacts Manage sandboxes Import custom objects New outbound change sets Mass delete records Monitor deployments Community Force com Dismiss x Learning Center FAQs Delivered in Winter 12 Best Practices Can you import Contacts from an Excel Salesforce Mobile support for Google Read best practices that help customers spreadsheet Android succeed Posted by Melanie Williams Posted by Alexander Sutherland Tip Sheets more more Learn tips from Salesforce experts E es n Ask your question Post your idea N
21. e AdWords Contacts amp Organizations Contacts amp Organizations Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Salesforce for Google AdWords Select the field you want to edit by click on the field name Data Type Long Text Area 32000 Text 255 Picklist Picklist Picklist Multi Select Long Text Area 32000 Picklist Multi Select Picklist Text 255 Lead Custom Fields amp Relationships Help Controlling Field Modified By Maria Lam 9 30 2011 10 58 AM Maria Lam 9 30 2011 10 58 AM Maria Lam 9 30 2011 10 56 AM Maria Lam 9 30 2011 10 56 AM Brandon Foster 11 11 2011 10 39 PM Brandon Foster 11 11 2011 10 39 PM Brandon Foster 11 11 2011 10 39 PM Brandon Foster 11 11 2011 10 39 PM Maria Lam 9 30 2011 10 58 AM Lead Custom Field Volunteer Availability Managed Back to Lead Fields This Custom Field Definition is managed meaning that you may only edit certain attributes Display Custom Field Definition Detail Field Information Field Label Field Name Namespace Prefix Description Help Text Created By Package Information Installed Package Picklist Multi Select Options Controlling Field Visible Lines Validation Rules validation rules defined Picklist Values Action Values Edit Del Morning Edit Del Af
22. e Volunt f Contact Volunt SUR 4 roundwire Volunteers for onta unteer Communication Templates Edit Volunteer Hours Salesforce Job Translation Workbench aaa 4 roundwire Volunteers for gt Data Management Edit Volunteer Job anid Campaign v Groundwire Volunteers for ae 4 Groundwire Volunteers for gt Mobile Administration Edit Volunteer Shift Volunteer Job gt Desktop Administration gt Email Administration Scroll to the bottom of the objects and find and click on Volunteer Job Vpuviic Home About Volunteers Volunteers Wizard Volunteer Jobs Contacts d Expand All Collapse All Custom Object Quem Volunteer Job Managed This Custom Object Definition is managed meaning that you may only edit certain attributes Display More Information Force com Home Standard Fields 3 Custom Fields amp Relationships 16 Validation Rules 101 Page Layouts 1 Field Sets 0 Search Layouts 6 Standard Buttons and Links 8 Record Types 101 Personal Setup My Personal Information Custom Object Definition Detail Edit ENE Singular Label Volunteer Job Description impo gt Desktop Integration Plural Label Volunteer Jobs Enable Reports v gt My Chatter Settings Object Name Volunteer Job Track Activities Namespace Prefix Volunteers Track Field History App Setup API Name Volunteers Volunteer Job c Depl
23. e a project you will enter the Project Details Page From here you will be able to create new Objectives under the Objectives tab Clicking on New Objective will bring you to the Objective Creation Page Edit Delete Clone Objectives New Objective PDiblectiuo Enter the required information the Objective Creation Page click Save to save the project objective From the Objective Page you can create new Tasks and Outcomes by clicking New under their respective tabs similar to how objectives were created for projects 31 Objective Objective 1 Back to List Custom Object Definitions Objective Detail Edit Delete Clone Objective Information Objective Name Objective 1 Project Asian Pacific Islander Small Business Program Details provide culturally and linguistically appropriate trai Created By Alexander Holsheimer 11 14 2011 8 31 PM Edit Delete Clone Tasks Action Task Name Description Edit Del Task 2 Conduct Qutreach Edit Del Task 3 Confirm instructors Outcomes Action Activity Q1 Jul Sep ma mx 1 A Lom om oo hom 14 d Task Edit New Task Task Edit Save amp New Cancel Task Details Objective Description Responsible Person Due Date 11 21 2011 Completed Save Save amp New Cancel 32 Outcome Edit New Outcome General Informa
24. emplate Type Available For Use Description Owner Last Modified Date Edit Del Custom Thank You Custom Y vpunj 11 17 2011 i My Chatter Settings Edit Del Custom Thank You 2 Custom N d vpunj 1147 2011 Edit Del Donation Thank You HTML Y swif 11 20 2011 App Setup Edit Del My Template HTML vpunj 12 2 2011 Customize gt Create IMINIOQIPQIRISITIUVIW XY Z Other Select the template that you want to edit by clicking of the template name Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All HTML Email Template Help for this Page Quem 22 Back to List Letterheads Force com Home Preview your email template below 2 3 amp Personal Setup Email Template Detail _Edit Properties Edit HTML Version Edit Text Version Delete Clone gt Fold i My Personal Information older Donations gt Email Email Template Name Template Available For Use gt Import Template Unique Name Template Last Used Date Desktop Integration Letterhead My Letterhead Times Used i My Chatter Settings Email Layout Formal Letter Encoding General US amp Western Europe ISO 8859 1 ISO LATIN 1 App Setup Author Vishal Punjabi Change Customize m Gl rene Created By Vishal Punjabi 12 2 2011 7 50 PM Modified By Vishal Punjabi 12 2 2011 7 50 PM Develop Edit Properties Edit HT
25. er Availability Phone Volunteer Hours Email Volunteer Last Web Signup Date Contact Owner Alias Volunteer Manager Notes Email Bounced Reason Volunteer Notes Email Bounced Date Volunteer Organization Volunteer Skills Volunteer Status Work Address Work Email Work Phone Campaign Member Status In this example added the Email Bounced Reason and Email Bounced Date to see if the contact hasn t been receiving Emails After selecting the Fields you want to display you can choose who can use the View under Restrict Visibility Step 4 Restrict Visibility visible only to me Visible to all users Includes partner and customer portal users JVisible to certain groups of users Save Save Delete Cancel You may then save the View if you just want to edit the parameters of the existing View by clicking Save or save the View as a new View by clicking the Save As button next to Save Printing Contact Views In order to print a view of contacts select the view you want to print and click Go Home 5157 80 Donations Recurring Donations amp Pledges Projects Contacts View All Contacts Cea Dear Create New View In the upper right hand corner click the printer icon eo A IBICIDIEIFIGIHII JIKILIMNIOIPIQIRISI Other Next click on Print this page
26. eroku gt Develop Force com Quick Start New user Manage apps Events Deploy Schema Builder Add multiple users Manage profiles J 4 Schema Builder New Javaan New custom object Reset users passwords Enable Chatter feeds Heroku Installed Packages 01 Deploying change Marketplace Scaling in tp Security E Data Environments Cloud Critical Updates New profile Import accounts amp contacts Manage sandboxes San Franc Administration Setup New permission set Import custom objects New outbound change sets ne Add roles Mass delete records Monitor deployments gt Manage Users appexchange gt Company Profile gt Security Controls Recommended App gt Communication Templates Calendai MET Community Dismiss x 4 by Silver gt Data Management gt Monitoring Learning Center FAQs Delivered in Winter 12 esta ci madens Mobile Administration Best Practices Can you import Contacts from an Excel Salesforce Mobile support for Google with CalendacAnythi E Read best practices that help customers spreadsheet Android Desktop Administration succeed Posted by Melanie Williams Posted by Alexander Sutherland gt Email Administration Tip Sheets more more gt Google Apps Learn tips from Salesforce experts ica rum c 9 Mint Sobre tcu New Features Video Release Preview All new features Under Administration Setup in the left hand
27. ew Features Video Release Preview All new features Under Administration Setup in the left hand column select Communication Templates Nonprofit CRM v E System Log User Logout Discover Winter 12 Friday December 2 2011 Hide Chatter What are you working on Recommendations Attach 2 File Link Share PEOPLE More m Kate gt Shares interest in 7 records Q Follow Sort by Post Date v 2 Maria Ding created this user 2 2011 at 7 02 PM t th gt Shares interest in a record ober 6 at omment Q Follow Pheel All Thai Community Development Center Maria created this group Joined in the last month September 30 2011 at 11 45 AM Comment Like Q Follow RECORDS More Thai Community Development Center Recently viewed by you Q Follow Calendar New Event Unresolved Events Calendar Help discussions and sol Featured Content Webinar Developing Deploying with Ruby Heroku Events ace Java and Heroku 01 Deploying Scaling in Cloud AXI San Franc Rav Area appexchange Recommended App Calendai by Silver Went see your Ssl data on Calendar with CalendarAnythit 15 schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users gt Company Profile Security Controls Communication Templates
28. ges AppExchange Marketplace d Security t3 Data Critical Updates New profile Import accounts amp contacts ae New permission set Import custom objects Administration Setup P Add roles Mass delete records Manage Users Company Profile Security Controls Communication Templates Translation Workbench Community Force com Under App Setup in the left hand column select Create 40 My Chatter Settings Building Custorr Publishing Apps App Setup Tips amp Hints for Custom Labels Packages Report Types Tabs Under Customize select Objects to bring up the objects page LI wwpnneuy Schema Builder New Edit 4 SEGA Version Salesforce for Google Td This object is for administrative purposes only and records the current version of the mi AdWords Salesforce for Google AdWords application Do not edit this object Installed Packages Salesforce for Google Marketplace Edit 4 Search Phrase for Google V Search Phrases are the search terms or phrases the user types into a search box Critical Updates Edit Del Success Project Successes Administration Setup Edit Del Task Objective Tasks belonging to an objective for project tracking Edit Del Testimonial Project v Testimonials of the project Manage Users Company Profile E dit Text Ad for Google Y Text Ads are the advertising copy that displays on the search results page oe oe dwir
29. istration Email Administration oogle Apps v Under Communication Templates select Email Templates to bring up the email templates page 23 Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All Quick Find Force com Home Personal Setup My Personal Information Email gt Import gt Desktop Integration My Chatter Settings App Setup gt Customize gt Create Help fo Events Below is a list of all your email templates in the folder selected Click the new button to create a new text HTML Custom or Visualforce email template You can use these er when sending single emails For mass emails only text HTML and Custom templates may be used Folder Events Edit Create New Folder A B CI DIE FIGIH I JIKILIMIN O P QIR SI TIUI VIWIX Y Z Other AN Action Email Template Name Template Type Available For Use Description Owner Last Modified Date Cota HTML 11 20 2011 Edit Del ThaiCDC HTML 11 25 2011 A BI CIDIE FIGIH I JIK LIMI N JOJ P Q R IS TIUJVIWIX Y Z Other Select New Template to create a new template Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All Q Quick Find Force com Home Personal Setup gt Personal Information Email gt Import Desktop Integration My Chatter Settings App Setu
30. izard Volunteer Jobs Contacts Expand All Collapse All Volunteer Job Custom Field Q Quick Find Force com Home Personal Setup My Personal Information Email gt Import Desktop Integration gt My Chatter Settings Skills Needed Managed Back to Volunteer Job Help for this Page This Custom Field Definition is managed meaning that you may only edit certain attributes Display More Information Custom Field Definition Detail Edit Validation Rules 101 i Set Field Level Security View Field Accessibility Field Information Field Label Skills Needed FieldName Skills Needed Object Name Volunteer Job Data Type X Picklist Multi Select Namespace Prefix GW Volunteers App Setup Name Volunteers Skills Needed Customi Description Customize Create Help Text the skills the volunteer should have to do this job Apps Created By Brandon Foster 11 11 2011 10 39 PM Modified By Brandon Foster 12 1 2011 2 05 PM Custom Labels Package Information Objects 1 54 Current Installed Package Groundwire Volunteers for Salesforce Available in Versions Packages Clicking on Skills Needed will bring up the Skills Needed page Picklist Values New Reorder Replace Printable View Action Values Default Modified By Edit Del Art Design Brandon Faster 12 1 2011 2 57 PM Edit Del Computer Usage Brandon Foster 12 1 2011
31. ject My Subject HTML Preview This page will show the successful creation of the template that you created 26 Edit Templates Options My Profile Contacts Donations Recurring Donations amp Pledges Projects System Log 2 ser Friday December 2 2011 DERE C Hide Chatter 2 Unresolved Items What are you working on Recommendations Attach 2 File Link ES iin Shares interest in 7 Thai Town Marathon records 3 E Q Follow Z gt outreach materials design Sort by Post Date Maria i Din LJ Thai Logo E uer gt Shares interest a record THAI CDC logo2 W October 6 2011 at 7 02 PM Comment Like Q Follow 8 Thai Community Pheel Development Center All Thai Community Development Center Maria created this group Joined in the last month amp Vishal amp 2 September 30 2011 at 11 45 AM Comment Like Q Follow LJ Apsonsi Photo RECORDS More Thai Community ThatCDe Website Development Center Lj Lotus3 Recently viewed by you Q Follow Y Recycle Bin Calendar New Event Unresolved Events Calendar Help 2 Select Setup by clicking your username at the top right of the screen and clicking Setup discussions and sol App Setup Quick Links Featured Content Webinar Developing Customize Deploying with Ruby gt Create El Tools amp Users App H
32. mplates prar 22 Te pii BS av sapere aos snes 777777777 2 2 27 ET EE ee ne ree 29 TN TC ER 33 Volunteer Campaign via Volunteer 33 Modifying volunteer skills and availability picklist for contacts and 36 Modifying skills needed under Volunteer 2 memes 40 Logging In Out To log in go to www salesforce com and click the Login button in the upper right corner Products Solutions Services Customers Events Resources About Us Feedback Next enter your username and password and click Login To log out of the system click on your name in the upper right corner This will bring up a dropdown menu with Logout at the bottom Click on Logout Search All v Search Katelyn Swift Spong Help amp Training Nonprofit CRM Options My Profile Contacts Donations Recurring Donations amp Pledges Projects Katelyn Swift Spong Sunday November 20 2011 Setup Accessing Help and Training As this manual only covers some of the functionalities of Salesforce more information can be found either at http success salesforce com or by accessing the Help amp Training documentation by clicking on this button in the upper right corner Katelyn Swift Spong Help amp Training Nonprofit
33. ndow Help Save Preview Cancel Edit Background Color Edit Header Properties Select Logo Remove Logo Edit Top Line Edit Body Colors Select the logo or other properties for the letterhead using the buttons provided After you are done customizing the letterhead click Save to save the changes to the letterhead Home Contacts Donations Expand All Collapse All Q Quick Find Force com Home Personal Setup My Personal Information gt Email gt Import gt Desktop Integration My Chatter Settings App Setup Customize gt Create gt Develop gt Deploy Recurring Donations amp Pledges Projects Letterhead My Letterhead Preview your Letterhead details below Letterhead Detail Edit Properties Edit Letterhead Delete Letterhead Label My Letterhead My_Letterhead Available For Use Letterhead Unique Name Description Created By Vishal Punjabi 12 2 2011 7 19 PM Modified By Vishal Punjabi 12 2 2011 7 22 PM This screen indicates the successful creation and customization 18 Editing letterhead Help amp Training Search All Search User Options Nonprofit CRM E My Profile Contacts Donations Recurring Donations amp Pledges Projects System Log Create New M lt Logout Discover Winter 12 ur User Friday December 2 2011 i Hide Chatter Shortcut 22 Unresolved Items Recent Items
34. ns Recurring Donations amp Pledges Projects Expand All Collapse All Letterhead Properties Q Quick Find New Letterhead Force com Home Letterhead Edit Save Cancel Letterhead Properties Personal Setup Available For Use gt My Personal Information Letterhead Label My Letterhead gt Email gt Import Letterhead Unique Name My_Letterhead i gt Desktop Integration Description gt My Chatter Settings App Setup gt Customize gt Create gt Develop gt Deploy Save Cancel Schema Builder New Click the check box for Available For Use to allow the letterhead to be available for use by others Then enter a label for the letterhead and press tab to automatically generate a unique letterhead name Lastly enter a short description for the letterhead and click save to create the letterhead 17 Home Contacts Donations Expand All Collapse All Q Quick Find Force com Home Personal Setup My Personal Information gt Email gt Import gt Desktop Integration My Chatter Settings App Setup Customize gt Create gt Develop gt Deploy Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Recurring Donations amp Pledges Projects Letterhead Properties My Letterhead Customize the look and feel of your Letterhead below Use the Preview button to see your Letterhead in a separate wi
35. nteers Still Needed Edit Delete Clone User Change My Campaign View Hierarchy Volunteer Campaign Change Conference Planned 12 6 2011 12 7 2011 User 12 6 2011 12 02 AM 0 0 00 0 Manage Members v Advanced Setup Total Leads Converted Leads Total Contacts Total Responses Num Sent Parent Campaign Last Modified By Volunteer Jobs Volunteer Shifts Edit Delete Clone Manage Members v Advanced Setup o ooo o User 12 6 2011 12 02 AM Ye Campaign Members No records to displav Manage Members v Campaign Members Help After clicking save you the campaign will be created and you will be displayed this page ram verere LIONE Manage wiempers Advanced etup Yo Campaign Members Manage Members Campaign Members Help a No records to display Volunteer Jobs New Volunteer Job Volunteer Jobs Help Action Volunteer Job Name Number of Shifts of Volunteers Still Needed Number of Completed Hours Ongoing Del Sample Job1 3 0 0 00 Del Sample Job2 3 0 0 00 Del Sample Job3 3 0 0 00 Open Activities New Task New Event Open Activities Help No records to display Activity History Log A Call Mail Merge Send An Email Activity History Help 2 No records to display Attachments Attach File Attachments Help Scrolling to the middle of the campaign page you will find a table called Voluntee
36. on Recommendations PEOPLE More Share a Kate Shares interest in 7 records Q Follow Maria gt Shares interest in a record Q Follow Pheel a Joined in the last month Q Follow RECORDS More Thai Community Development Center Recently viewed by you Q Follow Attach 42 File Link Sort by Post Date Y 4 user Ding created this user October 6 2011 at 7 02 PM Comment Like All Thai Community Development Center Maria September 30 2011 at 11 45 AM Comment Like created this group New Event Select Setup by clicking your username at the top right of the screen and clicking Setup Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup Manage Users gt Company Profile gt Security Controls Communion tig gt gt Translation Workbench gt Data Management gt Monitoring Mobile Administration gt Desktop Administration gt Email Administration Google Apps Quick Links EX Tools A Users Force com Quick Start New user Manage apps Schema Builder Add multiple users Manage profiles New custom object Reset users passwords Enable Chatter feeds Environments Manage sandboxes E Data Import accounts amp contacts Security New profile New permission set Add roles Import custom objects New outbound change sets Mass delete records Monitor deployments
37. oose an existing campaign to copy Jobs and Shifts from or fill out how many sample Jobs and Shifts to create Clone Existing Campaign Number of Sample Jobs e Number of Sample Shifts per Job Save Cancel Clicking on the Volunteers Wizard tab will bring up the Volunteers Wizard form fill in the Campaign Name You can make the campaign active set its status set the start and end date and give it a description At the bottom of the page you can have the campaign copy jobs and shifts from a previous campaign useful when there are yearly campaigns Clicking save will create the campaign Here you will need to 34 About Volunteers Volunteers Wizard Volunteer Jobs Contacts Create New vez Shortcut i Unresolved Items o My Campaign Sample Job1 Sample Job3 gt Sample Job2 outreach materials design New Intern be HE HE Lisa Clean Up Live Work and Play in East Hollywood abric Q Recycle Bin Campaign My Campaign Customize Page Edit Layout Printable View Help for this Page o Back to List Custom Object Definitions Campaign Members 0 Volunteer Jobs Open Activities 0 Activity History 0 Attachments 0 Campaign Detail Campaign Owner Campaign Name Campaign Record Type Active Type Status Start Date End Date Created By Description v Volunteers Number of Volunteers Volunteer Completed Hours Volu
38. out Formal Letter Encoding Required Information Email Template Name Template Unique Name Letterhead bd b an iew Email Layout Options General US amp Western Europe ISO 8859 1 ISO LATIN 1 Description Previous Next Cancel Select the folder that you want to template to exist in Click the check box for Available For Use to allow the template to be available for use by others Then enter template name and press tab to automatically generate the Template unique name Then pick an email layout type from the Email Layout dropdown list Lastly enter a short description for the letterhead and click next to proceed to step 3 in creating a template 24 Home Contacts Donations Recurring Donations amp Pledges Projects Expand All Collapse All HTML Email Template Edit Help for this Page My Template Click a section and use the formatting controls to customize your HTML email content Use merge fields to personalize the content of your email Force com Home Click Preview to see your HTML email template in a separate window Personal Setup If the text version of the template is left blank this version will be stripped of HTML and sent as the text version gt My Personal Information i Email E a i ins Import Fot Sue B I U se x x iE i SES Desktop Integration 2 My Chatter Settings
39. owing format 11 21 2011 7 06 PM Search e Contacts with associated cases will not be deleted Contacts with associated active Self Service users will not be deleted e Partner Contacts with Partner users will not be deleted Permanently delete ermanently delete the selected records When this option is selected you cannot restore deleted records from the Recycle Bin Please careful when selecting this option Delete Name Account Name Title Phone Email Contact Owner Alias Created By Alias Last Modified By Alias Cox Alpha Alpha Test imant imant swif Test Beta Beta Test imant imant imant Checking Storage Usage With nonprofit donation version of Salesforce there is a storage limit of 1GB of data storage and 16GB for file storage In order to check how much of this storage capacity is currently used navigate to the Setup menu Then select Data Management and Storage Usage Administration Setup Manage Users Company Profile Security Controls Communication Templates bench snapshots Import Accounts Contacts Import Leads Import Solutions Import Custom Objects Data Export Storage Usage Mass Transter Records This will take you to a screen that displays how much storage capacity is currently being used Storage Usage Your organization s storage usage is listed below Storage Type Data Storage File Storage Filtering Contacts Help for this
40. oyment Status Deployed Help Settings Standard salesforce com He Customize Created By Brandon Foster 11 11 2011 10 38 PM Modified By Brandon Foster 11 11 2011 1 Create Package Information Custom Labels Installed Package Groundwire Volunteers for Salesforce Available in Versions 1 54 Current Objects Packages Standard Fields FAlllu Tle 41 Clicking on the Volunteer Job will bring up the Volunteer Job page Edit Edit Edit Edit Edit Location Zip Postal Code Number of Completed Hours GW Volunteers Location Zip Postal Code c GW Volunteers Number of Completed Hours c Number of Shifts GW Volunteers Number of Shifts Number of Volunteers GW Volunteers Number of Volunteers c Ongoing GW Volunteers Ongoing c Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Groundwire Volunteers for Salesforce Brandon Foster 11 11 2011 10 39 PM Brandon Foster 11 11 2011 10 39 PM Brandon Foster Text 100 Roll Up Summary SUM Volunteer Hours Roll Up Summary COUNT Volunteer Shift 11 11 2011 10 39 PM Roll Up Summary SUM Brandon Foster Volunteer Hours 11 11 2011 10 39 PM Checa Brandon Foster 11 11 2011 10 39 PM Related Lookup Filters Scroll to the bottom of the Volunteer Job page and find and click on Skills Needed Home About Volunteers Volunteers W
41. p gt Customize gt Create Email Template New Template Step 1 Email Template New Template Next Cancel Help for this Page o Choose the type of email template you would like to create Text 9 HTML using Letterhead Custom without using Letterhead Visualforce Next Cancel Select the type of template that you want to create In most cases you will want to create a HTML text After selecting the template click Next button Force com Home Personal Setup My Personal Information Email gt Import Desktop Integration My Chatter Settings App Setup Customize Create gt Develop Deploy Schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup gt Manage Users Use 5 SEIELL Ul OdIESIVICE S PIe UEIINeU Layuut upuurs LU Create YUU rTIIVIL erra Give your template a name and description and place it in the appropriate folder Note that the Description field is for internal use only Once you have finished creating your HTML email template check the Available For Use box to make this template available to your users Step 2 HTML Email Template New Template Step 2 of 4 Previous Next Cancel Email Template Information Folder Donations Available For Use My Template My_Template My Letterhead Email Lay
42. r Jobs Here you can edit the campaign job details 35 Modifying volunteer skills and availability picklist for contacts and leads VOLUNTEERS E Co FOR SALESFORCE Sreidui re Search All Search User v Help amp Training Options My Profile Home About Volunteers Volunteers Wizard AWO MUCH 0 Contacts System Log L2 Volunteer Jobs Logout Home View All Jobs Create New Shortcut 1 Unresolved Items Go Edit Create New View Recent Volunteer Jobs New Re soo name emp outreach materials design outreach materials design Fabric a New Intern Clean Up Greet amp Meet Need a crew to help clean up after the session 2 Lisa Thai Town Marathon Champiaqn1 4 Our annual marathon to raise money for cancer research within the Thai populous Clean Up y Live Work and Play in East Hollywood Select Setup by clicking your username at the top right of the screen and clicking Setup Personal Setup P Build App 4 4 Generate a basic app with just one step and then easily extend that app My Personal Information with clicks not code Email gt Import Desktop Integration My Chatter Settings App Setup Quick Links Customize u D EY Tools Users Ay Develop Force com Quick Start New user Deploy Schema Builder Add multiple users schema Builde
43. r New 1 New custom object Reset users passwords E Installed Packages ppExchange Marketplace jei Secu rity t3 Data Critical Updates New profile Import accounts amp contacts Eee 2 New permission set Import custom objects Me Administration Setup P P E Add roles Mass delete records M Manage Users Company Profile Security Controls Communication Templates E Communitv Force com Under App Setup in the left hand column select Customize 36 App Setup Customize F Tab Names and Labels Home Activities Campaigns F F F F Accounts Contacts Opportunities Quotes Forecasts Customizable Cases Call Center Contracts Solutions Products Partners Salesforce to Salesforce Customize your Cases tab Customize your Contracts tab Getting Started Tips amp Hints for Page Layouts and Field L evt Tips amp Hints for Multiple Business Processe Tips amp Hints for Record Types Formula Fields Quick Reference Guide Under Customize select Leads to bring up the leads page 37 Fields Validation Rules Triggers Page Layouts Field Sets Search Layouts Assignment Rules Settings Buttons and Links Lead Processes Record Types Web to Lead Auto Response Rules w v v Accounts Contacts Opportunities Quotes Forecasts Customizable Under Leads
44. re Provider ss If you plan to save the view as a new view edit the View Name and the View Unique Name fields Step 1 Enter View Name View Name Donations Has NOT Donated View Unique Name Has_NOT_Donated Created By Tommy Trojan 10 20 2011 8 35 PM Modified By Tommy Trojan 10 31 2011 4 22 PM Under the Specify Filter Criteria tab you may select the corresponding fields you want to filter Select a view operator and a value to use the operator with Step 2 Specify Filter Criteria Filter By Owner Filter By Campaign Optional AII Contacts Campaign Name SN JMy Contacts Filter By Additional Fields Optional Field Operator Value Total Gifts equals AND AND None t None d AND None None AND J None 2 In the example above making the operator equals means I ll be viewing all contacts that haven t made a donation Next select the fields you want to be displayed in the View list This is especially important if you want to print the list or if you want to select a contact based on certain fields Select a field from Available Fields and click the arrow below Add to add a field to the display Step 3 Select Fields to Display Available Fields Selected Fields Total Membership Amount Name Total Number of Gifts Organization Name Type of Account Title Volunte
45. select Fields to bring up the lead fields page i Opportunities Quotes Forecasts Customizable gt Cases Self Service gt Call Center Contracts Solutions Products Partners Salesforce to Salesforce gt Ideas Answers Assets Users Console Salesforce CRM Content gt Tags Reports amp Dashboards i Search Chatter Social Contacts New User Interface Create CUIL LIV VEL pivy Seo Phone Title Edit Replace Edit Rating Edit Edit Lead Custom Fields amp Relationships Action Edit Edit Edit Replace Edit Replace Edit Replace Edit Edit Replace Edit Replace Edit Website IIR INR Field Label Correlation Data CorrelationID Preferred Email Preferred Phone Volunteer Availability Volunteer Notes Volunteer Skills Volunteer Status Web Source WUlIMOIVILINIpIVySoo Phone Rating Title Website Phone Picklist Text 80 URL 255 New Map Lead Fields Field Dependencies API Name SFGA Correlation Data SFGA_ CorrelationID__c npe01 Preferred Email npe01 Preferred Phone c GW Volunteers Volunteer Availability GW Volunteers Volunteer Notes c GW Volunteers Volunteer Skills c GW Volunteers Volunteer Status c SFGA Web Source c Installed Package Salesforce for Google AdWords Salesforce for Googl
46. t accounts amp contacts Manage sandboxes San Franc Administration Setup New permission set Import custom objects New outbound change sets Add roles Mass delete records Monitor deployments gt Manage Users appexchange Recommended App z Calenda Community Force com Dimas by Silver M ooo gt Data Management gt Monitoring Learning Center FAQs Delivered in Winter 12 2 Best Practices Can you import Contacts from an Excel Salesforce Mobile support for Google with CalendarAnythit i Read best practices that help customers spreadsheet Android Desktop Administration succeed Posted by Melanie Williams Posted by Alexander Sutherland Email Administration Tip Sheets more more gt Google Apps Learn tips from Salesforce experts PE E as more New Features Video Release Preview All new features Under Administration Setup in the left hand column select Communication Templates 19 schema Builder New Installed Packages AppExchange Marketplace Critical Updates Administration Setup gt Manage Users Company Profile Security Controls Communication Templates Letterheads Se Email Templates Mail Merge Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Administration Email Administration
47. t information for the donation Note a donation name will automatically be generated that consistes of the name of the contact and the donation date The contact s organization will also automatically be associated with the donation This means that the donation will appear on the contact s page as well as the organization s page in the future Also note that the Lead Source field refers to how the donor found out about Thai CDC The Contact field does not need to be filled out as the donation is alreay associated with a contact Once the donation information has been entered click the Save button 10 Donation Edit Save amp New Cancel Donation Information Donation Name Alpha Test Donation 11 Private Organization Name Alpha Test Primary Campaign Source Amount 5000 Recurring Donation Close Date 11 21 2011 11 21 2011 Stage Posted Y Description Probability 100 Event Donation Method None Contact Lead Source None System Information Donation Owner Katelyn Swift Spong Donation Record Type Donation Save Save amp New Cancel Editing Donations In order to edit a donation you need to navigate to that donation This can be done in two ways 1 Navigate to the contact associated with the donation Scroll down to the Donation section and click on Edit next to the donation you want to edit System Information Created By Tommy Trojan 11 4 2011 12
48. tact details click on the Save button Deleting Contacts In order to delete a contact navigate to the contact s page in one of the two ways described in Editing Contacts above Next click on the Delete button Donations 0 Recurring Donations amp Pledges 0 Volunteer Hours 0 Activity History 0 Notes amp Attachments 0 Opportunities 0 Edif Delete Mone Copy Address to Household Click OK Are you sure erm Mass Deleting Contacts There is also an option to mass delete contacts rather than deleting them one at a time Note that deleting contacts will also delete any donations activities or notes associated with that contact To do this navigate to the contacts page and click on Mass Delete Contacts From this screen you can search for contacts to mass delete In order to delete a contact slect the check box next to the contact name and then click on the Delete button This will move the contact to the Recycle Bin If instead you want to permanently delete the contact then click on the checkbox under Permanently delet tep 5 Find Contacts that match the following criteria Name contains None None AND None None None ilter By Additional Fields Optional e For date fields 2 n following forma e For date time fields enter the value in foll
49. ternoon Validation Rules M Edit SetField Lewel Security View Field Accessibility Volunteer Availability Object Name Volunteer Availability Data Type GW Volunteers GW Volunteers Volunteer Availability Brandon Foster 11 11 2011 10 39 PM Modified Ey Groundwire Volunteers for Salesforce Available in Versions New Reorder Replace Printable View Default Modified By Brandon Foster 11 11 2011 10 39 Brandon Foster 11 11 2011 10 39 Lead Picklist MultiSelect Brandon Foster 11 41 2041 1 54 Current Clicking on the Volunteer Availability field brings up the Volunteer Availability page Scroll to the bottom to find the Picklist Values table Picklist Values Action Values Edit Edit De Morning Afternoon Weekly Del Edit Edit Edit Del De Monday Tuesday Wednesday Del Edit Edit Del De Thursday Edit Del Friday Edit Del Edit Del Saturday Sunday Back To Top New Reorder Replace Printable View Default Modified By Brandon Foster 11 11 2011 10 39 Brandon Foster 11 11 2011 10 39 PM Brandon Foster 11 11 2011 10 39 Vishal Punjabi 12 1 2011 1 36 PM Vishal Punjabi 12 1 2011 1 36 Vishal Punjabi 12 1 2011 1 36 Vishal Punjabi 12 1 2011 1 36 PM Vishal Punjabi 12 1 2011 1 36 PM Vishal Punjabi 12 1 2011 1 36 PM Vishal Punjabi 12 1 2011 1 36 PM Always show me fewer Y more records per related
50. tion Outcome Details Q1 Jul Sep Q3 Jan Mar N Q2 Oct Dec Q4 Apr Jun Actual Explanation Volunteer Tracking Volunteer Campaign via Volunteer Wizard Userw Help amp Training Nonprofit CRM 4 Options Sales Contacts Donations Recurring Donations amp Pledges Projects Call Center Marketing User Nonprofit Settings Tuesday December 6 2011 Salesforce Chatter Shortcut 22 Unresolved Items Hide Chatter Salesforce for Google AdWords N i T i1 What are you working on 4 S Recommendations AutoComplete Attach 2 File Link PEOPLE More i kosten Shares interest in 4 outreach materials design records ce He A Q Follow New Intern Sort by Post Date v ET ni j New Intern 4 Lisa i s 67 02 pe user Joined in the last month 2 ober at Comment Like Q Follow Live Work and Play in East Pheel x Holl d All Thai Community Development Center Maria Lam created this group Joined in the last month Fabric amp f September 30 2011 at 11 45 AM Comment Like Q Follow RECORDS More Thai Community Go into volunteers by clicking the drop down menu that is right most at the top In the drop down menu click on Volunteers 33 VOLUNTEERS FOR SALESFORCE Sr udui re Volunteer Jobs Home About Volunteers Shortcut 22 Unresolved Items Recent Items gt o
51. utreach materials design New Intern 2 Lisa Clean Up Live Work and Play in East Hollywood Fahrir Search All Options 4 Volunteer Jobs View All Jobs Go Recent Volunteer Jobs Volunteer Job Name outreach materials design Clean Up Thai Town Marathon Contacts Search Edit Create New View Help for this Page o Recently Viewed New Campaign Ongoing Description Fabric Greet amp Meet Need a crew to help clean up after the session Champiagn1 Our annual marathon to raise money for cancer research within the Thai populous Then click on Volunteers Wizard tab at the top Home About Volunteers AO Volunteer Jobs Contacts CD Volunteers Wizard Shortcut The Volunteers Wizard creates a new Volunteer Campaign and allows you to either copy all the Volunteer Jobs and Shifts from an existing campaign or to create sample Jobs and Shifts 2 Unresolved Items New Volunteer Campaign Save Cancel Campaign oma as outreach materials design Campaign Name Campaign New Intern Parent Campaign j Lisa Active Clean Up Status Planned Live Work and Play in East Hollywood Conference Fabric Start Date 12 6 2011 12 6 2011 amp Vishal Punjabi EndDate 12 7 2011 12 6 2011 gt Thai Town Marathon Description Thai CDC Logo Y Recycle Bin Volunteer Jobs amp Shifts Ch

General User`s Manual

Contents

Download Pdf Manuals

Related Search

Related Contents