Videos of each training session are recorded, and available for viewing / download here. You are encouraged to refer to the documentation while you watch a video. Note that, for each video, you can move the pointer in the video to different points, to skip past, or jump to sections of the video.

Just click on the video links below.

If you need to enter a password to view a video, (Contact dave@pencildave.com)

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Salesforce Lightning Upgrade (2020 and later)

Salesforce – User Admin – (16 minutes) – May 11, 2023

Salesforce Multi-Factor Authentication (MFA) – (7:38) – April, 2022

The Basics of Salesforce Lightning – (45 minutes) as customized for Project Onward. Training session May 4, 2021. (Controlled content: contact Dave for password.)

Orientation to Salesforce Lightning – (20 minutes) September, 2020

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Salesforce Classic Training (2018)

Computer Survival Skills – recorded in the classroom session at Project Onward, on 1/9/2018.

Accounts, Passwords, Security – recorded in the classroom session at Project Onward, on 1/9/2018.

Systems, Processes – recorded in the classroom session at Project Onward, on 1/11/2018.

MailChimp Basics Part 1 – recorded in the classroom session at Project Onward, on 1/11/2018.

MailChimp Basics Part 2 – recorded in the classroom session at Project Onward, on 1/11/2018.

Basics of CRM and Salesforce – recorded in the classroom session at Project Onward, on 1/25/2018.

Salesforce Query – Basics – recorded in the classroom session at Project Onward, on 1/30/2018.

Salesforce Entry / Update – recorded in the classroom session at Project Onward, on 2/1/2018.

Network For Good Introduction – recorded in the classroom session at Project Onward, on 2/1/2018.

Salesforce Reports Part 1 – recorded 3/1/2018.

Salesforce Reports Part 2 – recorded 3/1/2018.

Spreadsheets Basics – recorded 3/1/2018.

Salesforce Donor Acknowledgments – recorded 3/10/2018.