We deliver a series of professional Salesforce Admin Training workshops either in-house, virtually or publically specifically catering for charities.

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.

To book a course email info@economicchange.co.uk and we will confirm your place. Alternatively to book a chat about training, please book a call here with Martin www.calendly.com/martin-111 

2020 – 1 Day Training Workshops

We are running a series of 1 day virtual admin workshops throughout 2020.

These courses are delivered virtually 9am – 4.30pm with recommended resources –  £200 plus VAT per workshop.

Training Programme Discount – £750 plus VAT if you book on all four workshops. 

Please find the content below of the workshops by expanding the sections by clicking on the arrow. 

To book please email info@economicchange.co.uk 

1 DAY TRAINING WORKSHOPS

Salesforce NPSP Set Up and Management

Learn about the Non Profit Success Pack architecture and NPSP data import.

• Contacts & Households
• Accounts, Affiliations, Relationships
• Opportunities and Recurring Donations
• Campaign Management
• NPSP Settings
• NPSP Data Import

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Upcoming Dates

Thursday 16th January
Tuesday 10th March
Tuesday 12th May
Thursday 17th Sept
Thursday 19th Nov

Data Management and Analytics in Salesforce

Understand how to import using the standard data import tools and export and build reports and dashboards using the data you’ve imported into the system.

• Import using Data Wizard and Loader
• Export
• Report Builder
• Report Charts
• Dashboards
• Setting up access to Reports and Dashboards (folders)

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Upcoming Dates

Thursday 23rd January
Tuesday 17th March
Tuesday 19th May
Thursday 24th Sept
Thursday 26th Nov

Manage the Health and Security of your Salesforce System

Over the course of the day, understand the security management requirements of your salesforce system and manage health checks in your organisation.

• Security Overview
• Security Check List
• Security Health Checks
• User Management
• Security Options
• Field Accessibility

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Upcoming Dates

Thursday 6th Feb
Tuesday 21st April
Tuesday 9th June
Thursday 8th October
Tuesday 1st December

System Admin Custom Design and Automation

Over the course of the day you will learn how to build out a basic HR App with custom objects, fields, approval processes and automation options.

• New App Development
• Custom Object Development – New Objects, Fields, Record Types and Page Layouts
• Lightning User interface configuration
• Letter Heads and Email Templates
• Formulas
• Approval Processes
• Work Flows & Process Builder

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Upcoming Dates

Thursday 13th Feb
Tuesday 28th April
Tuesday 16th June
Thursday 16th October
Tuesday 8th December

“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.”

Salesforce Champion Mentoring Support Package

“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.”

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.

This support package costs just £210 per month, or £2400 per year if paid in advance.

To find out more, please contact Martin Brockwell: martin@economicchange.co.uk

Our Range of Services Available

Salesforce Implementation Support

We’ll build your Salesforce System working in partnership with you. We even offer discounts for small charities.

Salesforce Administrator Training

Empower your team with all the Salesforce skills they need to become an in-house #AwesomeAdmin.

Salesforce Support Contracts

Once your Salesforce System is up and running, we are there to provide mentoring or technical back up as needed.

Marketing Automation Support

Maximise your impact with powerful, fully-integrated marketing solutions for your organisation.

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