Empower your team with Salesforce skills through our Charity admin course.

We deliver a public virtual Salesforce Admin Course or we can deliver in-house training specifically for your charity and team.

Alongside the salesforce admin training, we provide recommended resources and trailheads to support your ongoing learning.

To support you after training you can also purchase our Salesforce Champion Mentoring package. This provides an additional 24hrs of one to one mentoring support over the course of a year to help further develop your capacity, get access to other training modules and support you to implement and develop your salesforce system.

3 month Salesforce Admin Course

Learn everything you need to know to become a certified Salesforce Administrator!

Whether you have become the admin for a newly built system, or are looking in to customising the system yourself, this course will give you the skills you need.

Our specialist trainers will cover all the learning objectives required to take the Salesforce Administrator Certification, as well as the fundamentals of the Non-Profit Success Pack.

This course is only open to individuals working within charities who have a system available to practice their skills on. The ability to apply learning in practice is an important part of the learning journey.

The course consists of a combination of self study online learning, open office hours and peer support.

We create accountability by setting out a weekly timetable for learning but you can work through the content at your own pace.
We provide support through open Office Hours if you need help.
We provide motivation by setting learning objectives each week and providing a group chatter group for peer support.

This is a great opportunity to upskill and empower your team to make the most of Salesforce with in-house support.

COURSE COST

£600 (Exc VAT)

Course Duration: 3 Months

Enrollment dates: January, March, May, Sept

The course includes

12 x Pre-Recorded (2.5hr) Learning Modules available on demand.
Recommended Optional Practical Homework.
Weekly 1hr Drop-In Open Office Hours Sessions to discuss or access help with study related topics.
Additional Self Study Resources using Trailhead.
Online chatter group for peer support.
LMS access for online learning material for one year.

Course Curriculum

Week 1 - Introductions
Week 2 - Navigation in Salesforce
Week 3 - NPSP
Week 4 - Sales Cloud Customisation
Week 5 - Leads and Campaigns
Week 6 - Data Management

Week 7 - Reports and Dashboards
Week 8 - Security and Access
Week 9 - Custom App Development
Week 10 - Automated Processes
Week 11 - Intro to Service Cloud and Communities
Week 12 - App Exchange

Book Your Place Today

Late admissions can be accepted due to the nature of the course but we like to provide a peer cohort group for learners.

What our learners say…

“The Instructor was an excellent trainer, communicating clearly and was patient with and responsive to all our questions. Having tried to learn from a colleague who struggles to articulate what he knows, I can appreciate it when a trainer is particularly good! I can see that there are a range of other training sessions with useful material”

“Unlike other training I’ve been on, the course covered all the promised areas, giving sufficient time to each. Really impressed overall.

Day 1 in particular was really useful – some fundamental stuff about objects/apps are now clearer to me.”

“I am in the process of implementing Salesforce for the charity I work for – something I did not feel confident doing before the training and would not have attempted. This is saving our small charity thousands. There is still a long way to go but this practical experience of the system is also a great reinforcement of my learning.”

“I am a visual learner, so being shown on a screen clear instructions and then being shown within Salesforce itself how to manage the system has enabled me to maintain and improve our Salesforce. Having just passed my salesforce admin exam, I now have the tools to be able to update my manager on just what an Admin does moving forward!”

Why Economic Change?

Our passion, expertise and dedicated approach is widely acclaimed by our clients. We help maximise the economic and social benefits of your Salesforce system including marketing automation. Since 2012, we have enabled our socially-driven clients to increase efficiency, sustainability and to maximise impact.

300+

Non Profits

600+

Projects

65%

Repeat / Referral

5000+

Pro Bono Hours

Salesforce Champion Mentoring Support Package

We can support and advise you on a range of solutions for your organisation, including fundraising, grant management, membership and volunteer management.

With our Salesforce Champion Support Package, you will receive 24 hours of support (including one 4-hour onsite visit) which can be used on whatever you like, whenever you like.

You can use your hours for training, customisation, or analysis work, delivered by any of our team of Salesforce experts. This could include supporting you on more complex parts of your implementation, working with you on aspects you are struggling with, developing custom objects and more.

As part of the support contract, we will also perform a system health-check to check your system is running to it’s potential, and keep you posted about updates to Salesforce, letting you know if any may be of particular interest to your organisation.

“For organisations looking to DIY their Salesforce Implementation, or just feeling you would like some extra support from our team of experts, we offer the option to “top up” your training with our Salesforce Champion Mentoring Support Package.”

Mentoring support package includes

This support package costs just £210 per month, or £2400 per year if paid in advance. To find out more, please contact Barbara Clarkson

Our Customers love what we do

Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.

“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”

“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”

“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren't implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”

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Looking for bespoke training?

Book a call with Barbara who will be able to advise on the options available to you.

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