Course curriculum

  1. 1

    • Introduction to the Elevate Salesforce Series

  2. 2

    • Course Summary

    • Pre-Course Measurement
  3. 3

    • What you will learn in this chapter and why it’s important

    • What is Salesforce?

    • Why does Elevate use Salesforce?

    • How to Login

    • The Dashboard and Navigating Salesforce

    • Salesforce Key Terminology

    • Elevate Salesforce Structure

    • Check for Understanding
  4. 4

    • Introduction to Salesforce Roles and Responsibilities

    • Profile Views and Permissions

    • Salesforce Data Uses and Responsibilities in Client Services

    • Client Teams: Director Responsibilities

    • Client Teams: Coordinator Responsibilities

    • Client Teams: Grant Writer Responsibilities

    • Salesforce Data Uses and Responsibilities in Non-Client Services Departments

    • Check for Understanding
  5. 5

    • Introduction to Clients and Salesforce

    • Salesforce and Client Contracts

    • Assignment

    • Elevate and Client Data Tracking

    • Client Confidentiality

    • Check for Understanding
  6. 6

    • Congratulations!

    • Post-Course Measurement

    • Resources