Course Outline

All proceeds are used for KindCause.org program activities

    1. A message from the instructor

    2. How to use this course

    3. Before we begin...

    1. Why use outbound fund model?

    2. What it does?

    3. Outbound Funds Module Entity Relationship Diagram

    4. Where can I find Salesforce documentation?

    1. 2.2. Create a Funding Program Record

    2. 2.3. Create a Funding Request Record

    3. 2.4. Create a Funding Request Role Record

    4. 2.5. Create a Requirement Record

    5. 2.6. Create a Disbursement Record

    6. 2.7. Create a Funding Program and Funding Request

    1. Available reports in Salesforce

    2. Report 1

    3. How-to Create Dashboards

    1. Congrats! Here's what's next...

    2. More resources for you

    3. Before you go...

About this course

  • $29.99
  • 19 lessons
  • 0 hours of video content

Instructor(s)

Instructor Bio:

Florence is a Kindness Ambassador with KindCause.org. All experience comes from my 6 months long certification course on trailhead.salesforce.com, focusonforce.com & certifiedondemand.com. I am experienced with: • Various salesforce.com Standard Objects such as Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports and Dashboards. • Creating Lightning Pages, Custom Objects, Tabs, Record Types, Fields, Formula fields, and Validation Rules. • Process automation: Workflow, Process Builder, Approval Process, Auto-Response, Assignment Rules, Escalation Rules and automating cases/leads.

Florence Rondeaux

Salesforce Certified Administrator

Instructor(s)

Instructor Bio:

I'm Salesforce Solutions Consultant at CFOsquared.com and Director of Operations at KindCause.org that has mission to help nonprofits adopt technology so they can do more with less.

I am 3 x Trailhead Ranger and 7 x Salesforce certified; an active member in Trailblazer Community, passionate about exploring advancements in Salesforce using Admin and Development tools. I have extensive professional Project Management, designing and programming technical skills including extensive experience in Salesforce.com CRM and Force.com platform with proficiency as an Administrator and a Business Analyst.

Connect with me: https://www.linkedin.com/in/sheebathukral/ Twitter: @she4force/

Sheeba Thukral

Salesforce Certified Administrator, Platform App Builder, Pardot Specialist, Nonprofit Cloud Consultant, Service Cloud Consultant, Field Service Lightning Consultant, Community Cloud Consultant