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CRM Transformation Project

Training Resources

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Upcoming Training Opportunities

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Apr
17
CRM Training

CRM Basecamp 3
Thursday, April 17 | 3:00 pm - 4:30 pm EST | 2420 Old Ivy Road, Rooms 101 and 102
Get ahead with this Advancement CRM training! Join Basecamp – a series of hands-on sessions designed to expose you to our new CRM platform before onboarding training and the official launch. Each session dives into different aspects of the system, building your skills and confidence along the way. When you register, you get an account in our training sandbox where you can practice. This session focuses on: Building your CRM vocabulary - new system, new lingo! Playing with List Views – like dynamic filters in EverTrue or Advance Lookups. Basecamp is the perfect blend of insights into the system and practical exploration. It gives you a head start and helps you hit the ground running when we go live.
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May
21
APT Credit, CRM Training

APT: CRM Reports Overview
Wednesday, May 21 | 10:00 am - 11:00 am EST | Old Ivy Hall (OIH)
Please note: Time will be updated as we get closer to the event.
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May
21
APT Credit, CRM Training

APT: Preparing for CRM: Update for Administrative Professionals
Wednesday, May 21 | 10:00 am - 11:00 am EST | Old Ivy Building (OIB)
Please note: Time will be updated as we get closer to the event.
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Learning Resources

03/19/25 - March Basecamp
3/19/25 - March Stewardship Session
02/19/25 - Resources from APT: CRM Process Changes Overview and Team Readiness Meeting
1/17/25 - January Basecamp
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.

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. 
 

 

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:

  1. 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.
  2. 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.
  3. Everyone should start with the Basics:
Salesforce Trailhead logo
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.