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The Aspen Institute Leadership Division
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Salesforce for Leadership Programs

  • Introduction

Getting Started

  • Set Up Your Account
  • Navigating Salesforce
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Getting Familiar

  • Learn about Standard Objects
  • Learn about Custom Objects
  • Hands-On Learning

Getting an Overview

  • Reports
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General

  • Data Management
  • Relationship Management
  • Sending Emails
  • Form Assembly
  • Conga Composer

AGLN

  • Managing Seminars
  • Managing Nominations
  • Managing Ventures
  • Governance
  • McNulty Prize

Resnick Aspen Action Forum

  • Staffing the Action Forum

Executive Leadership Seminars

  • Seminars
  • Opportunity Records
  • Campaigns
  • Reports & Dashboards
  • Email Plug-In

SysAdmin

  • Security
  • Data Migration
  • Integration
  • Admin Setup

Dave's Transition Materials

  • Pardot

Recent Updates

  • Where to find class venture forms
  • Pull the Candidate Profile template
  • Key Definitions
  • Opportunity Types
  • Purpose
  • More

Tags

  • accounts 3
  • campaigns 15
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  • classes 2
  • contacts 14
  • countries 1
  • engagements 4
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  • nominations 5
  • programs 4
  • readings 2
  • sectors 1
  • seminars 1
  • ventures 1