Volunteering your time and skills to help non-profit organizations with Salesforce can be a rewarding experience. In this presentation, we will explore how you can volunteer your Salesforce skills to support non-profits in their missions and maximize their impact using Salesforce. We will share some tips on how to find and get involved with non-profit organizations that use Salesforce and the benefits of volunteering. In addition, we will highlight some of the ways in which Salesforce can help non-profits with fundraising, donor management, program management, and volunteer engagement and how Nonprofit Cloud differs from “standard” Salesforce. We will also review which skills are needed as a volunteer for a non-profit Salesforce implementation. This presentation will be helpful for anyone interested in leveraging their Salesforce skills to make a positive impact.

1. Giving Back:
How to Volunteer Your Salesforce Skills and Make a Difference
Antone (Tony) Kom

2. OUR SPONSORS

3. #CD2023 @CzechDreamin
• 15x certified Salesforce System and
Application Architect
• CRM consultant since 2003
• Working with Salesforce since 2010
• Salesforce Architect & Engineering Manager
@ Merkle (US)
• Nonprofit Salesforce implementation
volunteer @ CRM pro neziskovky (CZ) since
A little about me

4. #CD2023 @CzechDreamin
• American living in the Czech Republic since 2008
• Fluent in Czech
• Husband and father of 2 kids (10 and 7)
• Certified beer judge & homebrewer
• Bikepacker / bike tourer / hiker / camper / skier
• Kids’ summer camp counselor & chef
And as of today, I’m finally a CzechDreamin’ speaker :)
A little more about me (outside of work)

5. #CD2023 @CzechDreamin

6. #CD2023 @CzechDreamin
Volunteering can be a rewarding experience!
Image by macrovector on Freepik

7. #CD2023 @CzechDreamin
Volunteering your skills can provide crucial help to organizations in need.

8. Image by Antone Kom

9. Image by Dogsmile Adventures

10. #CD2023 @CzechDreamin
Dogsmile is an expression of
unadulterated happiness. It's the
biggest grin possible.
- Jon Totten, Dogsmile Adventures
Image by Dogsmile Adventures

12. #CD2023 @CzechDreamin
Image by Dogsmile Adventures

13. #CD2023 @CzechDreamin
Jon runs a tight ship,
but there is room for improvement.
Schedule Trips
Fundraising events
“Thank you” emails
Manage volunteers
Marketing
Drive donations
Most important thing - Sailing the boat
Image by Dogsmile Adventures

14. #CD2023 @CzechDreamin
Image by vectorjuice on Freepik
Automate, Organize, Streamline, Integrate

15. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
Email Templates and Record-Triggered Flow to send
Admins a notification when:
● a contact form on the website has been
submitted
● a new donation is received
● a website order is placed
● a trip is
purchased/scheduled/rescheduled/cancelled
Includes a link to the contact record and details
provided by the submitter.
Thank you email sent to donors when a donation is
received.

16. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
Integrations to send web form data into
Salesforce using Zapier:
● Contact matching based on multiple email
address fields
● Duplication & Matching Rules to notify of
potential duplicates and allow them to be
merged
● All website form responses are logged in a
custom Form Response object
● Flow triggers based on creation of the
Form Response
○ Lookup / create contact
○ Create activity for follow up
○ Create donation

17. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
Integrations to send web form data into Salesforce using
Zapier:
● Contact matching based on multiple email address fields
● Duplication & Matching Rules to notify of potential duplicates
and allow them to be merged
● Custom Form Response object to capture all website form
submissions
● Record-triggered Flows based on the Form Response object
○ Lookup / create contact
○ Create activity for follow up
○ Create donation

18. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
Integrations to send web form data into Salesforce using
Zapier:
● Contact matching based on multiple email address fields
● Duplication & Matching Rules to notify of potential duplicates
and allow them to be merged
● Custom Form Response object to capture all website form
submissions
● Record-triggered Flows based on the Form Response object
○ Lookup / create contact
○ Create activity for follow up
○ Create donation

19. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
● Integrate donation payment
gateway
● Reports and Dashboards
● Segmentation for targeted
emails

20. #CD2023 @CzechDreamin
Streamline and Automate Manual
Processes
● Enabled Salesforce Surveys to
gather valuable feedback on how
to make Dogsmile’s programs
even better.
● Created custom Reports and
Dashboards to analyze survey
responses.

21. #CD2023 @CzechDreamin
Manual tasks
that we have automated:
Trip scheduling
Fundraising events
Emails
Volunteer management
Marketing
Drive donations
Now, Jon has more time to spend out
on the water with his clients. Image by Dogsmile Adventures

22. #CD2023 @CzechDreamin
Outcomes
● Reduced manual admin work
● Clear and simple view of every
donor’s activity
● Notifications and activity tracking
on important events
More time on the water
with clients

23. #CD2023 @CzechDreamin
Salesforce.org and Nonprofit Cloud
Source: https://www.salesforce.org/nonprofit/

24. #CD2023 @CzechDreamin
Linking Data to Impact

25. #CD2023 @CzechDreamin
Linking Data to Impact

26. #CD2023 @CzechDreamin
Why should I volunteer my time and work for free?
• Good feeling from doing something to help someone in need.
• Work with new people in new industries or organizations.
• Work on different Salesforce technologies.
• Run entire projects (small or large) from start to finish.
• Practice and sharpen your consulting and analysis skills with real project
experience.

27. #CD2023 @CzechDreamin
A small bit of advice…
Image by pch.vector on Freepik

28. #CD2023 @CzechDreamin
● Consultant
○ Stakeholder management
○ Strategy
○ Problem Solving
○ Architecture
● Business Analyst
○ Documentation
○ Process Mapping
○ Requirements Gathering
○ Testing
● Certifications
○ Salesforce Administrator / Adv Admin
○ Nonprofit Cloud Consultant
○ Business Analyst
Consider your skillset.
Image by macrovector_official on Freepik

29. #CD2023 @CzechDreamin
Helpful Links and Resources

30. #CD2023 @CzechDreamin
Helpful Links and Resources

31. #CD2023 @CzechDreamin
Be part of a movement that brings positive change to your
community

32. Thank you!
Antone (Tony) Kom
antonekom.com