Salesforce Nonprofit Cloud Smart Start Demo скачать в хорошем качестве

Salesforce Nonprofit Cloud Smart Start Demo

This on-demand demo video shows how Salesforce Nonprofit Cloud (NPC) helps nonprofits streamline fundraising and donor management as part of an Arkus Smart Start implementation. Nonprofit Cloud provides a unified platform to track donations, manage campaigns and constituents, and measure impact, all in one place. In this session, Arkus experts walk through key fundraising tools — including dashboards, gift tracking, campaign segmentation, recurring donations, and reporting — that help organizations work more efficiently and grow their impact. Whether you’re new to Salesforce or looking to build a stronger foundation, this demo provides practical insight on getting the most out of Nonprofit Cloud. Watch to see Nonprofit Cloud fundraising come to life and learn how these tools can support your mission. Timestamps: 00:00 - Intro 01:16 - Create a New Account & Person in NPC02:05 - Person Record Layouts 03:05 - Record Types to Create for Donation Tracking03:28 - Create Opportunity Record 05:05 - Create a Gift Commitment Pledge Record 07:18 - Create Recurring Gift Commitment Schedules 09:45 - Create Gift Designation 11:22 - Gift Transaction Records 18:00 - Refunding Transactions 26:47 - Gift Batches & Entries Our team is ready to help nonprofits get started with Salesforce Nonprofit Cloud and build a strong foundation for fundraising and donor management. To explore how your organization can streamline processes, gain clearer insight into your data, and support long-term growth with a Smart Start approach, reach out to us at https://www.arkusinc.com/contact Visit our LinkedIn at   / arkusinc   Learn more about Arkus on the Salesforce AppExchange at https://www2.arkusinc.com/Arkus-Appex....