Are you the Salesforce Admin for your nonprofit? Was that always the intention, or is it the case now because #multiplehats?
We have a phrase for those in the latter. We call you “accidental admins”, because so often that’s what nonprofit database administration is! It’s also how many of us got our start in Salesforce.
Here are 9 resources to make that transition a little smoother – tools you absolutely need to keep in your nonprofit admin’s arsenal. You got this!
10 Great Resources for Nonprofit Salesforce Admins
1.The Power of Us Hub
Power of Us is an online community of Salesforce nonprofit customers. It’s the best Salesforce-led forum for posing questions and getting info most relevant to our sector – like posts on donation-tracking, NPSP and Salesforce campaign best practices). Make sure you’re part of the community and start browsing those forums!
2. Nonprofit User Groups
While Power of Us is still the best place to pose questions online, the nonprofit user groups are especially great for finding out about meetings, in-person events and other region-specific opportunities!
Join your local group. The community-building alone is invaluable, and you’re likely to get fresh implementation ideas for your org. (That’s where I got the idea to embed opportunity reports onto accounts. Game. Changer.)
3. The Trailblazer Community
When I have a technical issue, I don’t always have the patience to wait for Salesforce Support to get back to me. So in addition to submitting a case, I’ll throw my question into the Trailblazer community (so that it appears as a question for others to solve).
BTW, if/when you need to Google a Salesforce question, it’s typically the answers, ideas and known issues sections from the Trailblazer Community
4. Salesforce Event Calendars
The Trailblazer calendar is a great place to get the scoop on Salesforce trainings and webinars geared towards anyone who wants to learn. The customer success calendar is also an option for finding in-person and virtual events, geared towards current Salesforce customers.
5. The Salesforce Admins Podcast
Do you love listening to podcasts in the morning? Then add this one to your list.
The Salesforce Admins podcast isn’t all tech, and thankfully not too much Salesforce marketing! The show features admins and other professionals in the space, sharing their career stories and lessons learned. Some of the episodes are eye-opening on a personal level, and have made me question how I can lead with Salesforce in my organization.
6. Trailhead (Free Salesforce Training Modules)
Trailhead is taking the Salesforce professional community by storm. It’s a gamified, online learning system that provides FREE, bite-sized learning modules on everything: reports & dashboards, automation, and even topics like change management.
Now, I’m not someone who spends tons of time earning badges. (I don’t like that points expire over extended periods of time! This is my same issue with the Starbucks Rewards Program). Still, when trying something completely new, Trailhead is often my first stop.
7. The Salesforce Release Notes
Can I be honest here? I was a bad admin for a loong time and did not read the release notes. Simply because I didn’t know!
Each quarter, Salesforce documents all their updates, bug fixes and enhancements in these release notes. If you’ve ever watched Charmed, it’s basically the Book of Shadows of Salesforce.
Read the notes gang. There’s a lot of Salesforce magic in there, waiting to be unleashed.
Youtube is your BEST FRIEND for learning how to do anything new in Salesforce. While the Trailheads are helpful for explaining concepts, some things are so advanced that you really need to watch someone else do it.
I’ve learned how to create flows, build lightning components (sort of) and setup sandbox test environments by watching videos on YouTube.
9. The Everyday Admin Blog
There are tons of great Salesforce bloggers out there, so be sure to check them out!. But The Everyday Admin is one of the few I’m actually subscribed to.
Why ? Christine Marshall has taught me something new each week for the past 2 months, about how I can either make my org’s instance cleaner or visualize my data. She always has bite-sized, actionable tips on how to do everyday admin tasks a little differently .
10. NPSP Days
NPSP Day is an “un-conference” hosted in major cities across the globe, specifically for nonprofit Salesforce admins. Ryan Ozimek hosts these one-day events, where participants set the agenda during the first half of the day and spend the rest engaging in conversation on those topics. Here’s a list of the upcoming NPSP Days.
I personally like the structure of a pre-set agenda. But the gatherings are a great networking opportunity, and it’s certainly a nice alternative for those who can’t swing a Dreamforce conference. (If you don’t know what Dreamforce is, I’ll let Salesforce Ben tell you.)
Did I miss anything? What nonprofit Salesforce resources have YOU found helpful?