Links to trainings and documentation found on Knowledge Base: https://sites.google.com/a/povertyactionlab.org/kb/home/salesforce?authuser=0
General
Contacts
- Contacts: Creating a new contact record (video) | Aug 2019
- Contacts: Guide to adding phonetic pronunciation | Dec 2019
- Contacts: Creating a contact interest tag (video) | Aug 2019
- Relationship Histories: Overview (video) | Aug 2019
Initiative Management
- Initiative Management | 2019
- Link to the Policy Tag master list in KB | Sept 2019
- Adding Project Tags to a Project (video) | Sept 2019
- Salesforce for Gmail Chrome Extension: Logging Emails and Attachments to Records video| August 2019
Financial Management
- Creating a new Organization Proposal Submission (Proposal Submission User Documentation) (video) | Feb 2021
- Creating a new Individual Proposal Submission (not ready for use yet)
- Creating a new Funding Object (2 ways)
- If you are starting with the proposal, you may wish to create the Proposal Submission first and then once it is funded, change the Status in PS to "accepted, create grant" and then this will create the grant (if this is the case, go ahead and watch the below Funding Object video but skip to 30 seconds in.
- If - for some reason - you cannot start at the Proposal Submission stage - follow this guide (Funding Object Guide) (video) | May 2020
Reports
- Getting Started with Reports (video) | Aug 2019
- Creating a Joined Report (video) | Sept 2019
- Report Library North America
- Report Library Global
- Report Library SA
- Report Library SEA
- Report Library LAC
- Report Library Africa
- Report Library MENA
- Report Library Europe
Human Resources
- Staff Tracking (for HR staff) | 2019
- Web Bios (for HR staff) | 2019
- Adding Human Subjects Certification to Salesforce | Aug 2019
- Employee Feedback (Global no longer uses this function) | 2019