There are many learning resources available to help you familiarize yourself with our new CRM.
UVA CRM Terminology
Learn some of the new lingo here.
UVA CRM Hard Hat Tours
Check out these videos for an exciting peek at what we have built so far for UVA.
- CRM Fundamentals: Previewing Constituent Profiles in our Future CRM - August, 2024
- Transforming Stewardship: A Glimpse Into Our Future CRM - August, 2024
- Future Ready Portfolio Management - Unveiling Innovations in our New CRM - August, 2024
Generic Videos
These videos will give you a sense of the generic new Advancement CRM environment. They are not customized for UVA, but helpful for getting the picture of what is coming.
Training Coming Soon
- CRM Process Changes Overview and Team Readiness February 19 TBD
- Advancement CRM Super Users Launch February 19 TBD
- New Best Practices for Stewardship the UVA Way March 19 TBD
- Get Started Learning Salesforce March 19 TBD
- CRM Update April TBD, May TBD, June TBD
- Reporting in Our New CRM April TBD
- Preparing for CRM May 21 TBD
- See All Upcoming Training
Salesforce Learning: Trailhead
Trailhead is a free place where you can learn about generic Salesforce functionality and earn badges! This will help you understand more about the underlying Salesforce platform on which our new Advancement CRM is built. To get started:
- Create a Salesforce Trailhead account with your UVA email by visiting https://trailhead.salesforce.com/ and clicking the blue “Sign Up” button on the top right. Sign up using the email option and be sure to use your UVA computing ID email address (not your alias). Once you have an account, when you want to access it, you will visit the link above and log in. They will send a login code to your email each time you need to log in.
- Check out this UVA-curated list of Salesforce Trailmixes and Credentialing Info. You can follow Trailmixes you are interested in, so they show up in your “My Trailmixes” space in Trailhead. This keeps them handy in one place.
- Everyone should start with the Basics:
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Salesforce: Getting Started Job Aids
Job aids that don’t require any login and are accessible via the Web. Most helpful once you have a Salesforce account or a Playground in your Salesforce Trailhead learning space.
- Log In, Navigate and Search Salesforce
- Navigate Lightning Experience Pages
- Personalize Your Salesforce Experience
Upcoming Training Opportunities
Feb
19
CRM Process Changes Overview and Team Readiness
Wednesday, February 19 |
10:00 am - 11:00 am
EST
CRM Process Changes Overview and Team Readiness Training Session