Where you can get connected, ask questions, find support, and learn the Salesforce platform
Start by creating a free account at https://trailhead.salesforce.com/. We strongly encourage everyone on your team who will be using Salesforce to begin learning on Trailhead.
Customers who take advantage of Trailhead see the highest rates of success. The best time to start learning is now. These will give you insight into the platform that we are configuring for your organization, increase the likelihood of you asking the right questions or knowing how to appropriately answer our questions, and make you feel more confident when we hit the training stages of our project together.
First, a little about the terminology used on Trailhead may be helpful. A "trail" refers to a pre-built learning pathway made by Salesforce that is composed of smaller modules and units. Trails are often built with an intentional sequence to promote your learning. Some good trails to start on include:
A "trailmix" refers to a community-built learning playlist made by users that may be composed of entire or multiple trails, modules, units, or projects. In trailmixes, the sequence may not be as linear, allowing you to jump around and complete topics as you see fit. As you gain confidence on the Trailhead platform, you can even create your own trailmixes for your internal team!
Your Nimbus Tech consultant will share Trailhead recommendations for your specific project and products. Here are our general recommendations for trails and learning that are well-suited for the majority of our nonprofit clients.
Additionally, if your project includes volunteer, program or case management, or grant-making tools these trails are for you:
Trailblazer Groups are communities focused on niche topics, industries, products, or regions within the larger Salesforce ecosystem. These groups can be great places to ask questions, get advice on troubleshooting, or find additional resources.
We encourage you and your team to explore the many Trailblazer Groups that exist to see if any may be beneficial to your organization. As a starting point, here are some groups that may be of interest:
Nonprofit and Education Mindshare
Preview: "Let's share content! Share Nonprofit & Education-specific webinars, blogs, podcasts--we want to know what you are working on!"
Preview: "At a nonprofit and have a question? Join our monthly live, Zoom-based "any questions" Q&A, with our Salesforce community panel. Our focus is beginner and intermediate level Salesforce admins although everyone in the nonprofit ecosystem is welcome."
Nonprofit User Group, Michigan
Preview: "The Michigan Nonprofit Salesforce Community Group is for anyone in the nonprofit and education ecosystem and for all skill levels. Join this group to connect and learn with your peers from across the state."
Preview: "This is a public group for conversation around Nonprofit Cloud-specific release updates."
Product-Specific Trailblazer Groups
Preview: "The Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise Edition. The 6 packages of the NPSP make it easier for you to use Salesforce to manage the core relationships between individual donors, their households, and the companies they work for."
Nonprofit Cloud Case Management
Preview: "Salesforce.org moderated group for users of Nonprofit Cloud Case Management."
Program Management Module (PMM)
Preview: "Salesforce.org moderated public group for users of Program Management Module (PMM)."
Preview: "Outbound Funds Module is a foundational solution for foundations and nonprofits who disburse awards and grants to track their funding programs and requests, gain insight on financial commitments, and manage disbursements."
Volunteers for Salesforce (V4S)
Preview: "This is a public group for questions and discussions surrounding Volunteers for Salesforce. You can use V4S to manage volunteer relationships, events, and communications."
Salesforce produces a wealth of video and webinar resources, many of which are free to the community or clients with active licenses. A few good starting places are to take a look at the Trailblazer Blog, the video streaming platform Salesforce+, or the community events page.
Each year Salesforce also hosts a variety of small and large webinars and in-person events. While Dreamforce is their spotlight event, it can be expensive to attend. Our recommendation for new clients is to virtually attend Dreamforce for free by watching live and recorded sessions on Salesforce+.
Another great option is the Salesforce Days series, which often runs over the course of ~6 months throughout any given year. Salesforce Days sessions range from expert-led demos, tips and training for credentials, and topic-specific or industry-specific training. For 2023, Saleforce Days run from April through November. Here is more information and registration for the free Salesforce Days 2023 series.
Contact us at support@nimbustech.com or reach out directly to your sales AE or project consultant.
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