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Automatic Email Templates
Find, create, update, use Salesforce Classice Email Template feature.
Contacts & Households
Tips and tidbits related to Contact and Household Information.
How data is labeled and organized in Salesforce.
How Salesforce Users can merge duplicate records.
Fundraising and Development
How to use Salesforce for fundraising and development.
Gift Card Tracking
Inputting gift card information and running the Gift Card Tracking report.
How to submit a time sheet.
How To Submit A Time Sheet
An overview of how to submit a timesheet to Community Action Network (for salaried and part-time staff, interns, and AmeriCorps VISTAs).
Reports and Dashboards
How to create and run reports and dashboards in Salesforce.
An overview of the Salesforce basics.
Student Enrollments & Attendance Tracking
How to enroll students and track attendance in educational programs.
Updating A Time Sheet
On the backend, how to update and delete time sheets in Salesforce.
How to manage volunteers using Salesforce.
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