Tonomy-Foundation / management

Repository to host the tasks that the Foundation is working on, managed through Zenhub
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Enhance Team Member's Salesforce Knowledge #573

Closed Mrak1985 closed 1 year ago

Mrak1985 commented 1 year ago

As a Tonomy Foundation team member, I want to receive training on how to use Salesforce efficiently and effectively, so that I can better perform my role within the organization.

Acceptance Criteria:

  1. The necessary team members have been identified and selected to participate in the training.
  2. A comprehensive training program has been chosen, which covers all the aspects of Salesforce that each team member needs to know. https://www.udemy.com/course/introduction-salesforce-non-profit-npsp/
  3. The training is delivered during the sprint period, and team members have the opportunity to practice and apply what they have learned.
  4. At the end of the training, team members will be able to demonstrate their understanding and ability to use Salesforce effectively.

Definition of Done:

Mrak1985 commented 1 year ago

Per person

Caihao013 commented 1 year ago

Done.

kamitor commented 1 year ago

salesforce flows for beginners

kamitor commented 1 year ago

https://m.youtube.com/watch?v=7_jaKoXmOK4

kamitor commented 1 year ago

@mike We need to watch this movie above and setup a saas flow with a dummy client where they automatically get billed in order to complete this task in my opinion

Mrak1985 commented 1 year ago

Spandana 8

kamitor commented 1 year ago

We need to have an example Sales-Pipeline up and running that connects to all our systems, or this will be useless.

theblockstalk commented 1 year ago

closed as we are no longer using salesforce