Breakthrough Twin cities Documentation

All videos password protected, email Jennifer if you forgot the password!

System Admin Training Videos
Adding New Salesforce Users (5 min)

Data Cleaning Training Videos
Weekly Dupe Catcher Report (5 min)
Managing Duplicates (10 min)
Merging Contacts (6 min) *excerpt from Managing Duplicates video
Updating Known Bad Addresses (2 min)
Merging Organizational or Higher Ed Account Duplicates (4 min)
Credit Card Entry Tracking Dashboard (4 min)

Development Related Training Videos
Gift Range Dashboard Overview (4 min)
Adding Soft Credits on Organizational Gifts (4 min)
​Updating Grant Payments when Grant is Awarded (5 min)
Handling Write-Offs (8 min)
Manage Anonymous Gifts (9 min)
Acknowledgement Letter Process (9 min)
​Cash Flow Reporting and Tracking (5 min)
Manage Communication Preferences & Deceased Contacts (8 min)

Program Related Training Videos
Emancipating Students from Parent Households (7 min)
Managing Households and Relationships (13 min)
Volunteer Tracking (7 min)
Annual Updating of the Program Year Logic Model Dashboard (7 min)

Older/Archived Processes
Major Donor Management (10 min)
Major Gift Management (12 min)
Cancel Recurring Gifts in iATS (2 min)