Training
Salesforce training your team will actually use.
One-to-one and small-group training for nonprofit staff, volunteers and new admins — in plain language, using your own Salesforce org.
What We Do
What's included in this engagement.
Admin foundations
Users, security, fields, page layouts and simple automation.
Reports & dashboards
Build the reports your board and funders ask for — without waiting on anyone.
NPSP essentials
Households, gifts, recurring donations, allocations and soft credits explained clearly.
Gift entry & data care
Entering gifts correctly, avoiding duplicates and keeping data clean.
Best practices
Simple habits that keep your org healthy as your team changes.
Staff onboarding
Role-based training and quick guides for new staff and volunteers.
Process
How our program works
Phase 01
Assess
Skills baseline and goal setting per learner.
Phase 02
Curate
A training plan built around your own Salesforce org.
Phase 03
Coach
1:1 or small-group sessions with hands-on practice.
Phase 04
Confirm
Quick-reference guides and follow-up support as your team settles in.
Our commitments
What every engagement includes.
Simple promises we keep on every project — big or small.
Ready to get more from Salesforce?
Book a free 30-minute call. No jargon, no pressure — just honest advice and a clear next step.