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Trailhead

Engage Constituents with Nonprofit Cloud

Salesforce via Trailhead

Overview

Develop and maintain impactful relationships with your clients and supporters.
  • Discover how to build and grow relationships with donors, supporters, and those you serve.
  • Manage all of your constituent engagement efforts with campaigns.
  • Create tasks and group constituents automatically with engagement plans and levels.
  • Learn what Pardot is and how it can help you market to other businesses.
  • Automate checks on your contact data with helpful tools.
  • Learn how your nonprofit can get more value, faster from Salesforce Marketing Cloud.
  • Explore our powerful suite of products and start building your digital marketing strategy.
  • Explore how artificial intelligence can boost your organization’s fundraising.

Syllabus

  • Constituent Engagement with Nonprofit Cloud: Quick Look
    • Build Long-Term Relationships with Nonprofit Cloud
  • Campaign Management with Nonprofit Success Pack
    • Track Engagement with Campaigns
    • Create Campaigns and Campaign Hierarchies
    • Create Campaign Members and Monitor Their Engagement
    • Manage Campaign Responses
    • Analyze Campaign Data
  • Engagement Plans and Levels in Nonprofit Success Pack
    • Create and Manage Engagement Plans
    • Create and Combine Levels with Engagement Plans
    • Add Engagement Scores and Automation
  • Pardot Lightning App Basics
    • Get Started with Pardot Lightning App
    • Learn How to Navigate Pardot Lightning App
    • Learn Pardot Administration Basics
  • Salesforce.org Insights Platform Data Integrity: Quick Look
    • Meet Insights Platform Data Integrity
  • Marketing Cloud for Nonprofits: Quick Look
    • Meet Marketing Cloud for Nonprofits
  • Marketing Cloud Basics
    • Get Started with Marketing Cloud
    • Learn About Marketing Cloud and the Customer Success Platform
    • Get the Most Out of Marketing Cloud
  • Einstein for Nonprofits: Quick Look
    • The Power of Artificial Intelligence for Nonprofits

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