Salesforce Training

Help Melbourne Jewish Charity Fund by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
Melbourne Jewish Charity Fund
Melbourne, Australia
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Melbourne Jewish Charity Fund
Melbourne, Australia

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Posted September 19th

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Project details

What we need
  • A one-day intensive Salesforce training for up to five staff members
  • A document summarizing topics covered during training
Additional details

looking for training for 3 staff members in basic Salesforce
currently using program at its basic level
- want to improve basic knowledge of program
- how to extract data in different ways
- how to sinc SF to emails
- how to remove existing non active names on program
-any other useful info

What we have in place
  • We currently have an existing and operating SF data base for past 10 years, which should make it easy for you to get started. We also have 3 staff using on a regular basis, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to be more efficient in our work. Being a community based charity will allow us to more efficiently distribute funds where needed

will enable staff to utilise existing program more efficiently
ability to access data more readily

Project plan

P
Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
1
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
2
Milestone 2: Follow-up
  • Professional delivers document detailing training topics
  • Professional remains available to Volunteer Manager for up to a week for follow up questions
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About the org

Melbourne Jewish Charity Fund
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Posted by
Linda F.

Volunteer manager

Our mission

Melbourne Jewish Charity Fund's mission is to provide immediate financial support to those in crisis in the local Jewish community. We are a grassroots volunteer-run organisation who work directly with those in-need, to improve life opportunities, reduce homelessness, vulnerability and restore dignity into peoples lives.

Testimonials

(No testimonial has been submitted by Linda)
I enjoyed working with this organization. Ppl are dedicated, quick learners and lovely.
Rachel F.
Rachel F.

Volunteer