Course curriculum

  • 1

    Salesforce Essentials: Building Bridges with Data

    • Why Salesforce, and How Will It Help You?
  • 2

    Module 1: Kickstart your Salesforce journey

    • What is Salesforce?
    • Andrea’s Journey in Acumen Academy - A Case Study
    • Why Salesforce is a game changer for us?
    • Dashlane access to Salesforce
    • Airtable 101: Getting to Know Our Regional Bases
  • 3

    Module 2: Understanding Salesforce Data Structure

    • Building Blocks of Salesforce: Understanding Objects and Record
    • Data model overview
    • Example - Data model Overview
    • Connecting the Dots: Exploring Fields and Relationships
    • Activity Module 2
  • 4

    Module 3: Navigating Salesforce

    • Finding Your Way: Global Search & List Views
    • How to use Global Search
    • How to use and create list views
    • Navigating Acumen Academy’s Salesforce
    • Contact: Navigating Acumen Academy’s Salesforce
    • Applications: Navigating Acumen Academy’s Salesforce
    • Signups: Navigating Acumen Academy’s Salesforce
    • Campaign Membership: Navigating Acumen Academy’s Salesforce
    • Additional Content
    • Activity Module 3
  • 5

    Module 4: Data Done Right in Salesforce

    • Data Validation: Our Shield Against Errors
    • Example - Data Validation: Video Direct Lives Impacted
    • Spotting Duplicates: Keeping Our Data Clean and Clear
    • Do’s and Don’ts in Hubspot
    • Do’s and Don’ts in FormAssembly
    • Activity Module 4
  • 6

    Module 5: Power Up with Reports and Dashboards

    • Power up with reports
    • Using Existing Reports
    • Instructions for the Activities
    • Report Building 101 - Contacts
    • Link to the Report | Contacts
    • Report Building 101 - Applications
    • Link to Report | Applications
    • Report Building 101 | Signups-Fellowships
    • Link to Report | Signups-Fellowships
    • Report Building 101 | Signups-Courses
    • Link to Report | Signups-Courses
    • Excel Wizardry: Designing Documents for Smooth Data Imports
    • Power up with dashboards
    • Dashboard 101 | Activity
    • Link to Dashboard