Breakthrough Cincinnati Documentation

Training Videos
(all videos password protected, email Jennifer if you forgot the password!)
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Contact or Donor Management
Adding New Contacts, Accounts, Campaigns & Gifts (14 min)
Adding Relationships & Affiliations (6 min)
Updating/Cleaning Up Affiliations (11 min)
Orientation to Org Data Upload (6 min)​​ 
Finding & Merging Duplicates (11 min)
Household & Address Management (12 min)
Email Acknowledgements (9 min)
Mailed Acknowledgements (7 min)
Using Contact Roles (10 min)
Managing 3rd Party Gifts (ex: Donor Advised Funds) (4 min)
Reconcile Give Lively and Salesforce Monthly (8 min)

Grant Management
Entering Prospective Grants + Grant Pipeline Dashboard (13 min)
Entering Grant Deadlines + Grant Deadline Dashboard (19 min)

Event Management
Adding Prepaid Gifts for Events (5 min)​ 
Setting Up Events + Documentation of Integration (10 min)
Volunteer Check-In Form (3 min)

Program Management
Processing Student Applications (10 min)
Create non-Salesforce connected surveys in FormAssembly (7 min)
Student Re-Enrollment Process (15 min)

System Admin Documentation
​Adding New Salesforce Users (6 min)
Philantro Sync Documentation for Online Gifts (7 min)