Sprockets & Ignite Afterschool Documentation
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Managing Contacts, Relationships & Affiliations
Creating New Contacts (5 min)
Connect Contacts to other People/Contacts (7 min)
Connect Contacts to Organizations/Accounts (6 min)
Managing Campaigns (Events, Site Visits, Committees, Communication Lists)
Using Campaigns for Committees, PD Events, Legislative Initiatives, Communication Lists & Networking Contacts (12 min)
Specific training for Site Visit Campaigns (4 min)
Managing Event Registrations (Huddles, Activators, etc) (15-26 min)
Managing Certifications
Tracking Certifications (7 min)
Managing Opportunity Records (Individual Donations, Prospective & Received Grants)
Basic Individual Donation Management (5 min)
Tracking Prospective Grants - Part 1 of 3 (10 min)
Tracking Grant Deadlines - Part 2 of 3 (8 min)
Update Grant Stage and Add Payments - Part 3 of 3 (9 min)
Managing Youth Serving Organizations, Programs, Sites
Table of Contents for Overview Video with Times
Overview & Data Entry Instructions (23 min)
Youth Programs Data Model (pdf)
Data Upload Template
System Admin Training Videos
Security Settings (19 min)
User Management (11 min)
User Management - Backup Admin (6 min)
Managing Duplicate Contacts (7 min)
Finding/Cleaning up Dupes (11 min)*General resource mentioned at end of Managing Duplicate Contacts video
Removing fields from the Page Layout (3 min)
Helpful Salesforce Trailhead Trainings
Get Started with Trailhead
Reports and Dashboards in Salesforce Lightning