Bootcamp PLUS: Salesforce Case Management & DIY Salesforce Data Migration

When:
November 18, 2016 @ 9:00 am – 4:00 pm
2016-11-18T09:00:00-05:00
2016-11-18T16:00:00-05:00
Where:
501Partners
164 Canal Street
Cost:
$99-198
Contact:
501Partners
9782329200
Bootcamp PLUS: Salesforce Case Management & DIY Salesforce Data Migration @ 501Partners

Bootcamp PLUS offers a deep dive into one specific feature of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with an overview of the subject, walks through active use cases to make the subject understandable, and includes plenty of time for hands-on learning and Q&A. Take just one or both sessions! Sessions run at just $99/Workshop

MORNING SESSION: Salesforce for Case Management on Friday, November 18 (11/18) at the 501Partners office.

Leave with the confidence and knowledge to:

-Create custom fields to track specific outcomes
-Track your client data and pair it with services and outcomes
-Create Cases
-Maintain logs, including time spent on each case
-Report on Cases to track your successful outcomes
-Create Solutions to share successful outcomes with your board and Colleagues

AFTERNOON SESSION: DIY Salesforce Data Migration on Friday, November 18 (11/18) at the 501Partners office.

Leave with the confidence and knowledge to:

-Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
-Execute simple migration: Contacts and Accounts
-Execute Intermediate Migration, such as:
-Migrating Donations and attaching the data to Accounts
-Migrating Cases and attaching the data to Contacts
-Adding Contacts to Campaigns through Migration
-Execute Advanced Migration, such as using External ID’s to attach Donations to Accounts
-Insert, Update and Delete with a data migration tool.