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Salesforce: Training Kick Off & Sandbox Set Up

Session Agenda:

  • Overview of upcoming training sessions, the topics and use cases we will cover

  • Step-by-step: How to create a sandbox that can be used for future training so users can freely create records or make changes to their Salesforce org without worrying about muddying data or breaking the system

Audience: Current and Former Clients

Meeting Instructions:

  • This training will be conducted over Zoom.

  • A private meeting invitation with zoom link will be sent out 24hrs prior to the scheduled training time.

  • Each attendee must individually register in order to attend.

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October 19

Salesforce Fundraising 101: End of Year Appeals