Author: Afaf Marbouh

How Grants Work – Outbound Funds (Non-Profit Cloud)

Posted on by Afaf Marbouh
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How Grants Work - Outbound Funds (Non-Profit Cloud)

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We have some fresh free salesforce training for you today!

The topic of the day:

Outbound Funds Module (Non-Profit Cloud)

 

Also available in French!

Learn how to work with Outbound Funds

Here is what you will learn in this Salesforce Administrator training

  • What is the Grants – Outbound Funds module within the Non-Profit Cloud?
  • Outbound Funds: Use cases
  • Difference between Grant Making and Outbound Funds
  • Installation of the Grants – Outbound Funds module
  • Key concepts (Accounts, Contacts, Grant Applications)
  • How to create a grant request
  • Preconfigured Reports
Screen Shot 2022-05-24 at 09.13.12

FREE SALESFORCE TRAINING IN FRENCH AND ENGLISH FOR ALL!

Apsynergy Learning’s goal is to onboard as many Salesforce professionals to join the platform and learn salesforce for free! Why because we believe in the Salesforce Ohana principal and want to share our knowledge with young professionals and who knows maybe they will be happy to work with us and onboard one of our projects! We always need new skilled Salesforce developers. Therefore, we believe that by sharing great content, we can create a vibrant community of Salesforce developers in English and French. We believe that the french Salesforce community deserves to have access to high-quality free salesforce training and be able to learn salesforce for free. While doing it in French we thought it was too bad not to share it also in English.

Apsynergy can develop on-site and online custom training for its customers, we will also continue to release free salesforce training content every month. You can always stay up to date with new Videos by subscribing to our YouTube Channel.

In this Video, Raphael Wulff, salesforce coach, founder, and CEO at apsynergy.com a 10 years salesforce certified partner will tell you all you need to know to properly use Outbound Funds. Joining the Apsynergy Learning platform is completely Free. You will access Free Salesforce Training Videos, Presentations, and Quiz. Every month Apsynergy helps you learn salesforce for free.

Thumbnail outbound funds Salesforce.org

Apsynergy Learning is a Free Salesforce training platform for salesforce developers or even beginners willing to educate themselves and progress in their professional path to become salesforce experts. Apsynergy’s learning mission is to help everyone build a career, learn Salesforce for free and keep learning, progressing every week, one salesforce learning session at a time. Apsynergy learning will publish free salesforce training every month in French and English.

We would be very grateful if you could share this blog post with your friends and colleagues willing to learn more about Salesforce and especially today about Salesforce page layouts and lightning pages.

We would love to receive feedback and questions in the comments section.

Thanks for your interest, make sure you subscribe to our YouTube Channel to be aware every time we release free salesforce training content.

#salesforce #salesforcetraining #salesforcecoach #crm #salesforceclass #salesforcecourse

Raphael Wulff Salesforce Coach and Apsynergy Founder Salesforce Certified Partner Apsynergy is a Salesforce.org partner Book a meeting with me here: Calendly.com/raphael-apsynergy apsynergy

How Apsynergy helped Nihon Kohden train a global sales team in record time with a custom multilingual Salesforce Training?

Posted on by Afaf Marbouh
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How Apsynergy helped Nihon Kohden train a global sales team in record time with a custom multilingual Salesforce Training?

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Since its creation in 2012, Apsynergy provides solutions to help its customers increase the performance of their Salesforce team, delivering quality custom salesforce training.

Apsynergy has already delivered salesforce training in 5 languages on topics like Sales Cloud, Salesforce Quote-to-Cash, Salesforce Dashboard creation, and many more topics.

Apsynergy designs and delivers custom salesforce training programs to global technology firms, NGOs, and global businesses, both on-site or online using state-of-the-art online education tools.

What did we do for Nihon Kohden?

Nihon Kohden is Japan’s leading manufacturer, developer, and distributor of medical electronic equipment with subsidiaries in the USA, Europe (Nihon Kohden Europe GmbH), and Asia and distributors in nearly every country in the world. Founded in 1951, their mission is to improve the quality of life through advanced medical technology.

Salesforce has made it easier than ever for businesses to connect with their customers and keep them happy. But the adoption of the best CRM system can be fast-tracked with custom training. That’s where Apsynergy comes in. We’re a Salesforce Consulting Partner that helps businesses design and deliver custom training that makes their Salesforce implementation successful.

To adopt Salesforce, Nihon Kohden decided to custom design and in-person deliver such training sessions to maximize the adoption of Salesforce.

The company plans on creating customized Salesforce training for its employees based on their specific needs. This will allow them to use a more personalized approach and make sure that they are targeting the skill sets that they want.

Salesforce training: the step-by-step process
  • So the first step is to figure out the needs of the client and their organization. Based on these needs, there are all kinds of customizations, configurations, and deployments that we can build for them.
  • Apsynergy developed the End-user training material in English, French, Italian, Spanish, and German, assisted in testing the Salesforce training environments, and conducted Train the Trainer for the 5 designated Trainers.
  • Deliver training in one central location with 5 training streams running in parallel.
  • A custom multilingual Salesforce training, on-site was put in place in record time.
Salesforce customization and deployment

In the final stages of the customization and deployment of Sales Cloud and Quote-to-cash, Nihon Kohden had been actively customizing the Salesforce.com platform to meet their business needs and processes. To best prepare for adoption, adequate training was required for several teams spanning several European markets. This is where Apsynergy salesforce project management expertise was key to create the right training material and recruit a team of skilled Salesforce trainers.

What makes us different from other salesforce training providers?
Apsynergy Learning delivers Free Salesforce training content every week in French and English, this is a unique tool. Learning by doing. This means that the more a Salesforce user is trained by Apsynergy, the higher the quality of work will be. A user will be able to find the right solutions faster, but also understand how they work. This also enables an organization to create a team of Salesforce Champions who will lead and train future team members. This project was an inspiration to the launch of Apsynergy Learning where we now share Free Salesforce training content for both pour customers and salesforce consultants and developers willing to continue to improve their knowledge.
What is the Best Way to Learn SalesForce?

At Apsynergy, we focus on learning and empowering people with the knowledge they need to be successful in the Salesforce ecosystem. Our approach to learning Salesforce is to focus on the Learning aspect, we will be providing you with resources and links that will help you learn Salesforce on your own.

Our salesforce training program is designed to provide the user with a hands-on experience of Salesforce. By the end of the course, learners will have gained an understanding of how to make use of the Salesforce platform in their day-to-day work life.

Our courses can include customized screenshots, hands-on training exercises, and quizzes. This is of great use to the user as they are able to understand the content better.

The course material in this format also helps the users engage with the content while they are going through it and hence boosts their learning experience, and makes the salesforce training experience easy and smooth.

The client had a need for salesforce training that would be delivered in-person and custom salesforce training. They wanted to be able to deliver the training in person so that they could interact with the trainees and get feedback from them.

Apsynergy’s custom training services will Help You build the salesforce team that works with your organization

As a Salesforce consulting registered partner, Apsynergy strives to deliver quality support and create custom salesforce training content for its customers for over 10 years now. Apsynergy has offices in France and Switzerland, we are natively Multilingual and multicultural and that is key to serving European clients with multilingual teams. Apsynergy started by providing Salesforce implementations, customizations, and support services and quickly realized that custom training was a key element to help our customers’ salesforce teams to continue to progress.

Apsynergy has now experience working with organizations of all sizes to help them refine their Salesforce organization, process, and overall strategy. Launching Apsynergy Learning is key for Apsynergy to continue to help its customers and salesforce developer community with useful tools, content, and support. All training programs are created and maintained by our team of certified Salesforce developers and administrators.

Training
Learning

Apsynergy was founded 10 years ago, in 2012 with the goal of providing an end-to-end solution to companies that want to get the most out of Salesforce. By launching Apsynergy Learning and Salesforce developer recruitment services we continue on this journey to become a global, end-to-end, certified Salesforce Partner. By sharing free salesforce training content to our audience we want to become a useful resource to the salesforce community and especially the French Speaking Salesforce community that lacks free quality educative Salesforce content.

Thanks for taking the time to read this article, if you are interested in our custom training solutions you can get in touch with us and book a meeting with one of our experts. Apsynergy can build the right Multilingual Salesforce training team and either come on-site or use state of the art online training technology to deliver the training, online with the right digital Video and communication tools.
Raphael Wulff President  Apsynergy raphael-apsynergy Cordialement/Best regards apsynergy Apsynergy is a Salesforce.org partner Salesforce training

How can Apsynergy help a global IT firm recruit its team of local Salesforce developers in record time?

Posted on by Afaf Marbouh
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How can Apsynergy help a global IT firm recruit its team of local Salesforce developers in record time?

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In 2019, Apsynergy was hired by a global software giant to help them source and employ a team of Salesforce developers. Our client was looking to build and train a Salesforce developers team to accelerate the development of their complex CRM environment. They are looking for people who have experience in coding and are proficient in Apex and Visualforce, and they needed a team assembled within a few weeks.

Our client had a well-defined strategy for their Salesforce implementation, but they missed the team’s crucial key element. Finding a team of experienced Salesforce developers can be very challenging, depending on where you are based. We needed French-speaking Salesforce developers, and Apsynergy used its vast network to identify the right skills, people, and mindset for the project extremely rapidly, thanks to a unique network of SalesForces consultants.

Apsynergy started working with this client in 2019, building custom salesforce training to match internal skills levels and knowledge gaps after being identified. Once we did that, the customer challenge was to continue growing the team in a region with minimal Salesforce resources available.

On-Site developer training: How Apsynergy was able to train developers quickly?
Apsynergy is a salesforce consulting partner specializing in developing custom Salesforce training for organizations of all sizes and several non-profit organizations using Salesforce. Apsynergy has a team of experienced, certified developers equipped with the necessary knowledge to train developers with specific skills. On top of the Free Apsynergy Learning platform, we have been building custom salesforce training for developers, admins, and even salesforce beginners needed to be trained. Apsynergy salesforce experts also use high-quality, in-depth content covering various Salesforce topics related to the customer challenges: programming languages marketing cloud usage. After completing the training session, this organization ensures that the developers are well-prepared for their missions. These salesforce developers typically had an initial background in object-oriented programming (i.e., Java, C++, Python, etc.). Upgrading the skill set of an existing technical workforce is complex, especially now that experienced developers are highly demanded. Hiring the right salesforce developer skills set requires a massive network and efficient recruitment process that Apsynergy has patiently constructed over the last ten years based on a few pillars: education, opportunity, and decentralized payroll. Free education by providing free Salesforce training to developers joining the Apsynergy Learning program. This works for our customers or anyone willing to learn; we believe this is the best way to build a community by providing value—opportunities by sharing job posts with our community first. Decentralized payroll enables Apsynergy to employ independent developers globally and provide them with employment contracts in their countries. Finally, Apsynergy understands independent salesforce developers’ challenges and provides an optimal work environment and tools. These three pillars have helped Apsynergy become extremely good at sourcing and hiring experienced Salesforce developers in record time. If you need to hire salesforce developers, administrators, or agile project managers, book an appointment here: raphael-apsynergy The training project started in 2020; Apsynergy created custom content to answer team challenges. Two years later, the team now needed additional resources, and our clients asked us to help them find these resources; they tried for a couple of months without success. However, within a couple of weeks, Apsynergy already had Salesforce developers candidates lined up and now working directly within the client’s scrum team. The goal of this partnership with Apsynergy was to build an efficient process enabling the client to create a more agile and responsive salesforce organization.
How is Apsynergy Learning Free salesforce education platform working?

Apsynergy learning is a Salesforce online training platform accessible anywhere, anytime, for free. Apsynergy Learning sessions are available in French and English and provide modules that include videos, presentations, Code Snippets, and Quizzes. Our goal is to help future consultants to start building their Salesforce career with Apsynergy learning sessions.

Apsynergy Learning platform is designed to provide an interactive and engaging experience that will help everyone with their Salesforce journey.

The platform offers a wide range of courses and tutorials covering everything they need in Salesforce training. It also provides a library of videos, presentations, and quizzes that can be used by developers or clients who are looking for a free way to learn. Apsynergy’s objective is to provide our customers and the Salesforce consultant communities with the right tools to progress and remain efficient.

We are proud that our customers can now easily access a pool of certified, highly experienced Salesforce administrators and developers who can rapidly start coding on the salesforce platform, based anywhere in the world and employed locally! In addition, we are convinced that we deliver significant value to our customers, enabling them to source the right resources within a defined budget and skill set. Last but not least, by building and creating free content for Apsynergy, we enable our customers to benefit from true salesforce team scalability accessing the Apsynergy Learning community.

Sourcing and recruiting the right Certified Salesforce Developers with Apsynergy.

Our clients reached out to us and needed to recruit experienced certified salesforce developers within only a few weeks to ramp up the existing team rapidly. They have been looking for weeks without any success. Europe is highly competitive when it comes to recruiting skilled salesforce developers. Thanks to the Apsynergy team and network, we could source and employ the right salesforce developers exceptionally rapidly. Problems solved in a record time and happy customers, we, therefore, understood that we could now offer access to our network and solve more problems to our customers. Apsynergy now offers a Salesforce developer recruitment service to all its customers and has hired a sizable decentralized team for various customers with great feedback.

Having a free Salesforce training platform available was the first step to building a vibrant community, and we will continue to do so as we believe that sharing this valuable content will only help us deliver more outstanding service to our customers. At the same time, we enabled more Salesforce experts to build their careers with Salesforce and sometimes join one of the Apsynergy customer projects. In addition, the salesforce experts added to the existing development teams needed to embrace cultural diversity, speak French, be in the same time zone, and have the right level of development experience, providing new functionality using the Scaled Agile Framework (SAFe 5).

How is Apsynergy using a global Payroll solution to source and train Salesforce administrators and developers anywhere in the world?

Apsynergy has snowballed over the last ten years servicing customers on different time Zones, becoming a Salesforce certified partner, servicing global IT customers and foundations in other countries and continents. To continue supporting its customer teams while enlarging the community of developers, Apsynergy decided to launch a Free Salesforce training camp in French and English. Being able to train anyone anywhere on Salesforce was a significant step to service a global organization; however, employing anyone anywhere in the world is extraordinarily complex and key to both Salesforce developers and international organizations using Salesforce. In our global economy, being able to source and hire anywhere in the world is critical. Apsynergy has partnered with a worldwide Payroll specialist to achieve this and provide an end-to-end solution to companies willing to recruit Salesforce developers within specific locations or languages.

Apsynergy has now over 10 years of experience delivering complex salesforce projects and sourcing the right candidates. It’s now time for Salesforce to share through Apsynergy Learning and provide greater tools in French and English for the growing salesforce community, willing to learn and progress in their career. The goal is to provide 360-degree solutions to large salesforce developer teams, from project management, resources sourcing to online training solutions.

Apsynergy understands that it is not just about building Salesforce applications, but also about helping our customers to solve their main issue, finding the right resources with budget and time constraints. Apsynergy brings over 10 years of experience and a vast network of salesforce professionals that now can be activated to solve complex salesforce resources sourcing, training, and project management issues

Raphael Wulff President  Apsynergy Phone: +33 (0)1 73 03 15 95 Apsynergy is a Salesforce Partner Apsynergy is a Salesforce.org Partner

First session: Working with pages layout and lightning pages.

Optimize your donation collection with Salesforce and Givexpert

Posted on by Afaf Marbouh
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Optimize your donation collection with Salesforce and Givexpert

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A good fundraising tool will give donors access to a connected, externally facing place where they can fill out information and submit donations to you. Salesforce CRM can be a powerful tool for your constituent management and fundraising arsenal, however Salesforce lacks a simple integration between a payment page – Givexpert- and Salesforce to automate your donation inputs into the CRM.

What is Givexpert?

Givexpert is an online fundraising application that provides the most advanced solutions to optimize donation collection. (Donation forms, registration forms…)

Givexpert provides to you:

  • Forms configuration without any technical knowledge.
  • Wide range of payment methods.
  • User management and access rights.
Why would you use this integration?

This integration allows you to benefit from 10 free licenses offered by Salesforce (how? click here), plus Givexpert, a digital fundraising specialist, allowing mobilization and collection of donations.

Implementation of Salesforce and Givexpert.
  1. Deploy Salesforce with Nonprofit Success Pack (NPSP).
  2. Deploy Givexpert
  3. Contact Apsynergy to install the Salesforce Givexpert integration package.
How does it work?

This integration installs on your Salesforce instance as a package. This automatically allows donations collected through Givexpert to be populated in Salesforce as Contacts, Opportunities, Recurring Donations.

This integration will retrieve the most recent donations, once an hour, by examining the Givexpert API and retrieving this data in Salesforce objects, which will be immediately processed: identifying duplicate contacts, creating one (if not a duplicate), creating the opportunity for one-time donations, creating the recurring donation for those who donate monthly, and updating the opportunities related to recurring donations in month 2, month 3, etc.

Let’s take the example of a Recurring Donation:
Step 1

Fill in all the information in the form (ex: first name, last name …) in order to make a donation. Choose a payment method and validate.

Step 2

Go to Salesforce and synchronize, Salesforce will automatically create a closed/ won donation, and all the upcoming donations.

Step 3

Salesforce will create a new contact or update a contact if it existed.

How To Get 10 Free Salesforce Licenses For Non-Profits From Salesforce.org?

Posted on by Afaf Marbouh
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How To Get 10 Free Salesforce Licenses For Non-Profits From Salesforce.org?

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Salesforce Provides 10 Free Enterprise Edition Licenses For Nonprofits

When a nonprofit organization needs to make a fundraising campaign, they need to spend time and resources on creating the fundraising campaign. But with 10 free Enterprise Edition licenses of salesforce.com, nonprofits can use the Salesforce platform to create campaigns in minutes.

Salesforce has been providing technology for nonprofits for years to empower nonprofits and their volunteers with the right tools and knowledge.

The program is designed to make it easier for nonprofits to use Salesforce technology and empower them with the tools they need to better serve their communities.

Qualified nonprofit organizations can apply for an Enterprise Edition license at no cost through the Salesforce Nonprofit Starter Pack website.

 

The salesforce free licenses are for eligible nonprofits.

First of all, you need to be an eligible nonprofit organization to receive the free licenses. you can check your eligibility here.

What is Power of Us?
The Power of Us program gives nonprofit organizations access to Salesforce products and ressources to help expand their collective impact.
Signing Up
Step 1- signup for trial version

Once you confirm your eligibility, go straight to salesforce.org and sign up for the free trial.

Click here to sign up. Fill the form to begin with the free trial.

After you sign up you will get an email with access information.

Step 2- Apply to the Power of Us program
  • Log into the Power of Us Hub using your newly created Salesforce username and password by going to powerofus-force.
  •  Go to Power of Us Program Application page (click here) to begin the application.
  •  Applications to the Power of Us program must be submitted within the 30 Day trial period.

      What happens after I fill out the application?

  • After you fill out the form you will receive a reply that your Application request has been received.
  • You will receive a reply that your Application request has been received within 5-7 business days. Please make sure you have all Nonprofit Organization or Education Institution documentation ready and scanned.
Step 3- Approval
After your Application request has been received you will need to wait for your Application to be approved. This can take up to three weeks. If you are approved you should receive an email message from Salesforce.org.
Power of Us program overview

  • The Power of Us program includes:

  • 10 free Entreprise Edition licenses of salesforce.com Sales Cloud
  • Deep discounts on additional licenses, products and/or services from Salesforce
  • Discount on salesforce training
  • Discount on salesforce events
  • Access to Nonprofit and Higher Education specific user groups, events and webinars
  • Discounts on participating Apps and Consulting Partners from the AppExchange