The Pragmatic Guide to

Training and Onboarding Salesforce Users in Your Nonprot

www.ScreenSteps.com/Salesforce

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

AUTHOR Jonathan DeVore

Jonathan (Jay) DeVore works for Blue Mango Learning Systems, developers of ScreenSteps. Jonathan began his career as a CPA in the state of Virginia, working for one of the Big 4 Accounting rms as an information systems consultant. His work included compliance assessments, process improvement, training and development, and process documentation. He enjoys blogging about training and onboarding best practices. Subscribe to his new blog to learn tips and techniques for onboarding and training Salesforce users in your organization.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

Introduction: Who is this eBook for? Chapter 1: Show the Destinations Chapter 2: Provide a Road Map Chapter 3: Remove Road Blocks Chapter 4: Final Thoughts Thats it!

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A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

Introduction: Who is this eBook for?

This eBook is for the nonprot sta member who was put in charge of training team members how to use Salesforce. You go by several names the super user, the power user, the Admin, the chosen one. Maybe you didnt want the job of training and onboarding Salesforce users, but you got it. You dont need help coming up with content for training (you know what you need to teach) youre just looking for a practical way to show your team what to do and how to do it. You understand the importance of creating Salesforce training documentation, and you want to build an eective resource that your team can reference when youre not available. Most importantly, you want your users to be able to successfully use Salesforce, and help your nonprot succeed.

This eBook is for you.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

How will this eBook help you?

If your nonprot organization is using Salesforce, you need a training program. New Salesforce users need help onboarding so they get o on the right foot, and regular Salesforce users need refreshers so that they can continue to use Salesforce appropriately. But you dont have the budget or the time for multiple instructor-led sessions, or a fancy schmancy software program that allows you to make cartoons that sing songs about how to use Salesforce. And thats just ne those things are great, but you dont need them. Im going to show you a few simple techniques and point you to some easy to use tools you can utilize to make amazing (yet practical) training resources. The plan is to help you put together a pragmatic training program that: Gets your users up and running in less than an hour Answers ongoing questions and improves user adoption Allows you to eciently provide ongoing training So take 30 minutes to read through this eBook, and then start making your training program, one step at a time.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

Its time to get practical

When most people think of putting together a training program, they have in mind the ideal situation: A full day/week of instructor-led courses showing users (both new and old) how to use Salesforce Fancy software training programs that have learning modules and endof-course quizzes Unlimited time to sit with the team and coach them through questions that come up about Salesforce

You dont need ideal you need eective

We want instructor-led courses, fancy programs, and unlimited time to sit with our team because we think those are the most eective methods for teaching others how to use Salesforce. Well Im here to tell you they are not. Sure, they would be nice to have, but fancy does not equal eective, and watching instructors use Salesforce doesnt equal learning. I mean, Ive watched Chuck Norris ght hundreds of bad guys. And while that does give me a false sense of condence, watching him in action hasnt made me any good at doing a roundhouse kick. The core of an eective training program consists of actually using Salesforce (not just watching somebody use it), and having a resource to answer questions.

Image courtesy of navets

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

Tell me and I forget, teach me and I may remember, involve me and I learn.
Benjamin Franklin

So if your focus is eective training (instead of fancy training), then a great training program, that is also practical, is denitely attainable.

The keys to eective learning

Your users wont learn how to use Salesforce just because you show them how. To quote Benjamin Franklin: Tell me and I forget, teach me and I may remember, involve me and I learn.

If your team just watches you navigate through Salesforce, theyre not learning most likely theyre spacing out. They need to be in Salesforce because its only when theyre in Salesforce that they really start to formulate questions and pay attention. Harvard Business School Professor, Clayton Christensen, has a terric insight as to why that is so important: When we ask a question, it is as if we put a Velcro pad in our brain where we need the answer. When the answer is then delivered, it sticks itself to the Velcro right where it is needed. So the keys to eective training (and learning): get your team using Salesforce, get them asking questions, and give them answers.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

The Key to Pragmatic Training

In todays world, its not practical to personally sit with new-hires, show them everything they need to know, and answer all of their questions in one sitting. Nor is it practical to regularly gather all of your Salesforce users and personally walk them through a new workow, feature, or task. So the key to pragmatic training is to create a resource that can do it for you. Something that is available 24/7, can teach new users, and remind seasoned users the key is good documentation.

My 3-phase approach to pragmatic training

Whenever I teach somebody how to do something new, I do it in 3 phases: 1. I show him/her the end result (i.e. show the the destination) 2. I show him/her how to get to the end result (i.e. provide a road map) 3. I answer questions that come up (i.e. remove the road blocks) This approach works great for teaching any topic. For example, when I learn how to cook a new meal, I use a recipe. First, I see what the dish will look like when I dont need Rachel Ray standing behind me, telling Im done (I see the destination). Second, I me how to make one of her follow the recipe to learn how to get there meals - if her recipe is good, (I follow the road map). Third, I reference then I can make the meal using only her documentation. the glossary for questions like, how do I separate eggs? (I get past the road blocks). We will use the same approach for training your team how to use Salesforce, with a focus on building resources that empower your team to learn how to use Salesforce to do their job.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

Chapter 1: Show the Destinations

When youre onboarding somebody new, Salesforce is probably a word that he/she hasnt heard of. So just start by answering the initial questions what? and why? Show what Salesforce is, and briey explain why your nonprot uses it. For ongoing training, you should keep that same mindset. If youre showing a new feature or a new function, the questions your team has are probably what? and why? Demonstrating the what and explaining some of the why are what I call showing the destinations i.e. The end result that they are trying to achieve. Youll eventually give them a roadmap that shows them how to get the destinations, but that comes later.
Photo courtesy of towneplaceturningpoint.com

What are the destinations?

Some example destinations include: Reports you can generate Email campaigns that you can send out Contact/donor information you use Depending on how much your nonprot uses Salesforce, this could be 1 or 2 destinations, or it could be 1 or 2 dozen destinations. And since your nonprot probably uses Salesforce dierently than anybody else uses Salesforce, those destinations may be unique to your use case.

A Pragmatic Guide to Training and Onboarding Salesforce Users in Your Nonprot

So go through and show them the awesome things Salesforce can do, and explain why its invaluable to your nonprot organization.

Examples of Salesforce destinations that you can show your users.

How do you show the destinations?

There are a few ways of showing the destinations: Do a live demo of Salesforce (in person or virtual) Prepare a slide presentation or a handout (in person or virtual) Do a combination of both (in person or virtual)

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Each approach has its pros and cons.

Pros Cons

Live demo

Shows Salesforce in action its exciting to see how powerful it is

Easy to lose their attention when things dont work out or it takes more than a couple minutes to do

Slide Presentation Gives them something Can be dry, and they can reference later people get tired of and/or handout
on; standardizes your reading slides training for consistency Keeps it lively with the demos, and the slides help you stay focused and consistent

Combination

Takes a bit more preparation and planning

A combination of both live demos and PowerPoint slides is a great way to go. Take screen shots of the destinations for your slide presentation, and just make sure everything works for the demo. Note: If you want to avoid demos getting out of control, record the demo portion beforehand and then just include the recording in your presentation.

Pragmatic tip:
If you arent always available to personally onboard new users or do ongoing training, dont make your team wait for you
record your computer screen as you do a presentation of your Salesforce destinations. Give your team a resource they can reference other than you.

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How much time should this take?

Showing the destinations can take as much time or as little time as youd like. If youre showing seasoned Salesforce users one new destination, then maybe it only takes 3 minutes. If youre showing Salesforce to brand new users, you might want it to take about 15-20 minutes.

Training tip:
Since this part of training is mostly you talking, dont spend too much time showing o the destinations minds are wont to wander after 15 or 20 minutes.

Only show them relevant destinations

Probably 99% of your users only care about the tasks that theyll be doing, so just show them the destinations they will visit. For example, if you are training users who will be creating email campaigns, just show what a nalized email campaign looks like and explain why its important. If theyll only be entering contact/donor information, just show them what a nal contact record looks like, and explain the importance.

Tools of the trade

Here are some tools you can use to show your Salesforce destinations. I know that some training takes place virtually, so I included a few tools to help you do that, too.

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Some tools to make a slide presentation or PDF handout:

PowerPoint - $109.99

Keynote - $19.99 (Mac only)

Prezi - $4.92/month

Word - $109

Pages - $19.99 (Mac only)

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Some tools to take and annotate screenshots for the presentations/handouts

Snagit - $49.95

Clarify - $29.99

Skitch - Free

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Some tools to make a virtual presentation:

GoToMeeting - $49/month

Google Hangouts - Free

Skype - Free

Join Me - Free

SlideShare - $114/annually

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Some tools to record your screen (for demos and/or entire presentations):

Camtasia - $99

Jing - Free

ScreenFlow - $99 (Mac only)

Snagit - $49

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Lets review
Here are the key points for showing the destinations: When introducing Salesforce (or a Salesforce feature/function), show users what it is and why your nonprot uses it. Use screenshots and demos to show what Salesforce does. Make resources like a slide deck and video demos so that your training can be consistent and repeatable. If you can, record your presentation so that users can view it without you having to be involved every time. Explain the big picture and best practices, but do not go into the how of Salesforce tasks.

Action items
1. As an overview for new users, explain what Salesforce is, what it can do, and why you use it, in 3 sentences or less. 2. Identify some of the main destinations users will see in Salesforce. 3. Capture examples of those destinations with screenshots, and put them in PPT, Word, or another application so you can reuse them for future trainings. 4. If youre going to do demos, identify exactly what you are going to show and how you will show it. 5. If you have the resources, record the demos 6. If you have the resources, record your presentation for future trainees.

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Chapter 2: Provide a Road Map

In an ideal training situation, youd be able to drop everything and spend all your time walking your team through the necessary steps required to arrive at each destination. And your team would remember everything you showed them after only watching you do it once. If, by chance, somebody happened to forget a step, you could immediately walk over and answer their questions. But thats like having a chaueur available to take you everywhere it would be convenient, but its not very practical. The practical thing is to provide your team with something like a road map a resource other than you that can walk them through the necessary steps required to arrive at the destinations (and then remind them which buttons to click when they forget).

What is a road map?

A road map is visual Salesforce documentation that your team can follow when they want to know how to get to a destination (e.g. set up a custom campaign, run a specic report, etc.). It shows them how to do every step of a specic task. Its designed to teach new users everything they need to know to accomplish a task, as well as remind seasoned users what to do.

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Why create a road map?

Writing documentation that has turn-by-turn directions serves two purposes:

1. Your team will learn by doing, not watching so let them learn by

actually going through salesforce, following a road map. 2. They can learn (and continue to learn) even when youre not around. They arent dependent on you personally being there for knowledge transfer, which empowers them to do their job. Your team will not learn how to do something in Salesforce by watching you click a bunch of buttons on an overhead projector. They are the ones who need to be in Salesforce clicking the buttons. But going through the motions one time isnt sucient because we all tend to forget how to do an on-screen process 10 minutes after we do it. So standing over somebodys shoulder and acting like a back seat driver (click here... click there...) isnt going to be very helpful your team needs something to reference later on that will help remind them what to do. And if you dont give them a resource they can use to learn Salesforce, and then remind them when they forget, you limit what they can do.

Empower your users

The purpose of a road map isnt to avoid speaking to your users. Its meant to oer them help when they need it, and empower them to do their job.

How to make a road map

Im going to share how to make a road map for doing a task in Salesforce. But before I do, I want you to think of a road map you use to drive your car.

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When you type in a destination to Google Maps, you get a series of directions: Turn left on Lombard Street Turn right on Abbey Road Go straight down Wall Street These directions tell you where to turn, but they dont tell you how, because Google assumes that you already know how to do that. It assumes that you already know the mechanics of turning the steering wheel, applying the brakes, pushing the gas, etc. Well, with your Salesforce users, you cant assume they know the mechanics so your road map will be slightly dierent than a Google map. You have to provide directions (turn left, turn right) and mechanics (heres how to turn left, heres how to turn right).

Separate directions and mechanics

I used to write user guides for information security programs, but I did a horrible job. I didnt think I did a horrible job at the time, but looking back, I realize that my instructions had too much detail. Well, let me rephrase that they had disorganized detail. I would combine the directions and the mechanics all in one place, which resulted in a lot of great information that was hard to read through. What I should have done is separate the directions from the mechanics.

How to write directions

The way I look at it, directions are like a checklist of things to do. If you successfully do A thru Z, youll arrive at your destination. For example, lets say you want somebody to Have an Updated Salesforce Success

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Prole (which we would call a destination) the checklist would look something like this: Have an Updated Community Prole Update prole and picture Update work and experience Update community notications Update community chatter notications Update answers notications Having this checklist is great if somebody knows the mechanics because it provides a quick rundown of what a user needs to do to have an updated prole it is very straightforward, and it is easy to scan. In another location, Ill provide a visual explanation of each checklist items mechanics for those users who need it.

How to write the mechanics

When you write the directions, you should think of a checklist, and when you write the mechanics, you should think of a picture book. If you use screenshots and images to show every step of a process, and then add some explanatory text and image annotations, your mechanic articles will be extremely clear and easy to follow. Another tip is to only show how to do one checklist item per article otherwise it becomes dicult to read (which means nobody will). Check out this example of a mechanic article that I made for updating a community prole and picture, the rst bullet of our road map.

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Example mechanic article

Use pictures instead of words

When you use pictures for your mechanic articles, they are easier to read and faster to write which means you can create a lot of articles in very little time.

Why this format works

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The road map format of separating the directions from the mechanics works well for three reasons: 1. Its great for teaching 2. Its great for reminding 3. Its task driven And in your nonprot, you need a resource other than you that can eectively teach and remind others how to perform a task.

Its great for teaching

Learning happens when we do, not when we watch somebody else do it. Visual mechanic documentation allows the user to perform tasks several times on their own all without having to get somebody else involved.

Its great for reminding

If somebody remembers the mechanics but forgets the directions, the checklist can quickly be scanned for a reminder. No need to go through page after page of procedures to nd them. If your team remembers the directions but not all of the mechanics, the same thing applies. And if you do it right, its very easy for somebody to nd the exact information he/she needs to do his/her job.

Its workow driven

Road map documentation focuses on performing tasks, not on showcasing features or menus. Your team will learn how to use Salesforce in the context of getting a job done, not 500 neat facts about the accounts screen.

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How to use your road maps

After spending 15 to 20 minutes showing your Salesforce users the various destinations, have them sit at their computer and work through a road map. If you have the time to personally be available during training, then by all means supplement the road maps with coaching and some live demos dont leave to go get coee or plow some land in Farmville.

Did you know? Over 80 million users play FarmVille (1/4 of which log in everyday), which means that FarmVille farmers outnumber real farmers in the U.S. by a ratio of 80 to 1.

But if its not practical to personally walk through all the steps with your team for each destination, a road map will eectively get the job done. Road maps will help your team navigate through, and learn, Salesforce.

Dont be unnecessary
I once sat through a 4-hour training to learn basic SharePoint (i.e. folder libraries). We had instructors show a class of 40 people the destinations on PowerPoint, and then personally walk us through each step. It took forever to get through the material. If we had instead used road maps, we could have knocked out a 4-hour training in less than 30 minutes. In the end, it was a huge waste of time. Moral of the story: Training doesnt have to be drawn out, long, and boring. If you can show the destinations and help them get through the road maps in under 30 minutes, guess what youre done. Just because its common practice to waste time in live training sessions doesnt mean you have to do it, too. Dont do unnecessary things that are impractical for your nonprot organization.

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Tools of the trade

If youre just making PDF road maps, the tools mentioned in the previous chapter will be sucient. If, however, youd like to make online documentation, youll need to add a few more.

Why make online documentation?

Online documentation makes it easy to: Manage version control Create links to more detailed documentation Put your documentation anywhere

Why make an online road map? These are two examples of online road maps. Youll see two checklists: one for having an updated Salesforce Community prole, and another for sending out an email campaign. Click on one of the line items and youll go to a visual mechanic article.

Manage version control Your workows and the Salesforce interface are going to change over time, and your road map will have to be updated if everything is on a webpage then you just have to make updates in one place and all of the links go to the right information. Create links to more detailed documentation Look at the road map examples in the oating blue box above the directions (i.e. checklist) link out to the mechanics. Easy to do and manage online, not so much in a PDF. Put your documentation anywhere Send somebody a link to your documentation in Chatter, or have your webpage show up right in a Salesforce tab. Easy to do with online documentation.

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Some tools to put your training documentation online:

WordPress - Free

Google Sites - Free

Drupal - Free

Zoho Wiki - Free

ScreenSteps - $29/month

The example road map was made using ScreenSteps I used ScreenSteps to make the example road maps. ScreenSteps has the image capture tools, image annotation tools, text documenting tools, and web publishing tools all rolled into one so it only took about 20 minutes to create an example road map. Sign up for a demo and Ill show you how you can do the same.

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Tips
Use pictures, not video
Videos are great for explaining high level ideas because there arent really how to instructions involved. So for showing o the destinations, video can be great. But for making road maps, video kind of stinks: Doing voice overs and editing is a pain New users have to rewind to see which buttons were clicked When workow or interface changes are made, updates to the video can take forever Besides, pictures accomplish the same goal of showing the howto (actually a little bit better for scanning and skimming) and are easier to work with.

Keep mechanic articles short

When youre writing a mechanic article, make them short and specic. Anything more than 5-10 steps is too long. Leave out any caveats just link out to another article that explains the caveat (e.g. if this is your situation, click here to learn what to do). Leave out any conceptual ideas If you want to explain a concept, just link to another article that explains the concept. You want your mechanic articles to be focused on one thing and one thing only. Anything extra makes an article dicult to read.

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Be ready to update
Your road map is not static it is always improving and changing. If your users get lost somewhere along the way, it could be that your documentation isnt very clear or its outdated. If thats the case, x it! Your goal is to create a resource that can be used and reused over and over again. If you make your documentation awesome, then you can just bring in new sta, show them the applicable destinations, give them road maps, and they will be successful with little to no involvement from you.

Check out Nonprot 101 to get started

If your nonprot is just getting started with Salesforce, check out Nonprots 101 from the App exchange. Its a knowledge-base made specically for nonprot and educational organizations who are unfamiliar with Salesforce, and need some help navigating through and learning the ropes. It was created by Cloud for Good.

Dont want to create online road maps

If you dont want to make online road maps, thats ne. Just make a bulleted list of your directions at the top of a Word document, and then have a heading for each bulleted item below with step-by-step, visual mechanic articles. Not as easy to navigate as online road maps, but it will do the trick.

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Lets review
Here are the key points for making a road map: Break out the directions from the mechanics so that your new users have a place to learn and your seasoned users have a place to be reminded. Use pictures instead of text to explain an on-screen action; visual is always better, especially for new users. Have your users go through road map articles during training and be there to answer questions and coach them. Try to avoid using videos in your road map documentation they are time consuming to make and dicult to watch when learning how to do an on-screen task. Keep mechanic articles short. Put your articles online so that you have better version control, can reference other articles with a link, and share your articles easily within Salesforce.

Action items

1. Write down directions for your nonprots destination. 2. Write out mechanic articles for each direction using lots of pictures. 3. Put your articles online each article should be its own webpage with
a unique URL (easier to share and reference via links if they have unique URLs).

4. Test the road maps out with your team. If people are getting confused,
x the road maps. Create a resource that shows your users how to navigate through Salesforce so that you dont always have to get involved.

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Chapter 3: Remove Road Blocks

In an ideal training environment, you would be available 24/7 to answer questions that werent covered in your road map documentation. But thats not very practical. The fact is that your Salesforce users are going to have questions that prevent them from accomplishing their task something I call a road block. And when they run into a road block, they cant move forward until its removed. So the practical thing to do is to create a resource that can remove it for them when youre not around.

What is a road block?

Users run into road blocks when they know what they want to do and where they want to go, but they get stuck along the way because they dont know how to do something. They have a question that needs an answer before they can move on. An example of a road block is a question like, How do I remove duplicates? Maybe you have a road map for creating and updating records, but that road map probably wont show somebody how to remove a duplicate because its not part of that workow. So even if your users know how to do an overall task, if they dont know how to remove a duplicate record (and the duplicate needs to get resolved), your users are stuck until it gets sorted out.

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If people run into roadblocks in Salesforce and cant nd an answer, often times theyll give up searching and just do it wrong (or not at all).
Me... I said that.

How do you remove roadblocks?

Easy answer the questions and make the answers available when your users have them, where they have them. So, how do you make answers available 24/7? Hmmm... if only there were a way... oh wait! There is documentation. And where do you put the documentation? Right where your users have questions in Salesforce. Its tempting to skip documenting road block removers because its usually just a little thing a simple question you can quickly provide an answer for. But if you dont document the answer, youre making a mistake. You are making everybody rely on you to be available instead of creating a reusable resource that can be referenced when youre not around. Document the answer, make the answer easily accessible (and searchable) for your users, and you only have to answer it once. (FYI, ScreenSteps also makes it really easy to create answers that are searchable from right within Salesforce.)

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Tips for writing a great road block article

Create a great title
The title of your roadblock article is simply the question that was asked. With that context, your article will practically write itself. And the more Stevemo is probably specic the title, the better.

Use pictures
Answer the question in the title by capturing a screenshot of each step of the answer. That can result in a lot of pictures, but thats okay! Do it right and you only do it once.

Add text
Add a header for each image and include instructional text when necessary.

the best road block remover in the history of Salesforce. As of March 31st, he has answered over 21,000 questions in the Salesforce Answers community. Thats a lot of beers.
Source: ButtonClick Admin, March 31, 2013

Publish and send

Send over the PDF, Word document, or link to your online knowledge base and youre done! Your answer can now be reused when the question comes up again.

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Create a reusable resource

You will be tempted to go around and answer questions without writing it down in a road block removing article. Dont. If you just respond to questions as they come in with an email explanation, Chatter response, or pointing over a shoulder, you will end up answering the same question again and again. And your team will only get answers when youre available. Instead, do the practical thing and spend 3 minutes writing down the answer in a road block removing article. Create a reusable resource so that in the future, when that same question gets asked again, a user can just perform a quick search and nd your documented answer. Empower your team to get by without you.

Just in time documentation

You dont need to sit down and think of all the questions that might be asked just answer the questions that are currently being asked. I call this just-in-time documentation. You create it in response to your teams needs, and then make it available so that they can get to it when they need it in the future. This approach is much less overwhelming; however, the downside is that youre never quite done writing answers because the questions will just keep on coming (sorry).

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Lets review
Here are the key points for removing roadblocks: Document your answers to common questions so that you can reuse your answers. Use the question as the title of your road block removing article. Use pictures for each step of your answer. Create your answers on an as-needed basis. When somebody has a question, answer it with your documented answer via link or attachment.

Action items
1. Write down the 10 most commonly asked questions. 2. Write a roadblock article for each question. Use the apps shared in
Chapter 1 and Chapter 2 of this eBook or use your own to take and annotate screenshots for each step of the answer.

3. Next time somebody has that question, send them your roadblock
article.

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Chapter 4: Final Thoughts

You dont need an ideal training situation to have a valuable training program. Just spend some time creating resources that show the destinations, provide road maps, and remove the road blocks, and youll have a pragmatic training program that eectively gets the job done.

Photo source: Brian Hillegas

And remember if people seem resistant to Salesforce, theyre probably not. Theyre just resistant to change in general. But if you can provide great onboarding, and oer continual training resources, using Salesforce wont be as dicult of a change. And I acknowledge that great documentation isnt a silver bullet to user adoption or poor performance, but when your sta can clearly see what you want them to do, and you give them a road map to get there, the change will be much easier. So start showing your users the destinations, give them the road maps, and remove their road blocks so that they can begin successfully using Salesforce to help your nonprots mission succeed.

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Thats it!
I hope you enjoyed the material in this eBook. Check out the ScreenSteps blog and subscribe so you can continue to learn tips and techniques for onboarding and training Salesforce users in your nonprot organization. Questions or comments, email me: ja@screensteps.com.

How can ScreenSteps help?

Power users, Admins, and trainers love ScreenSteps because of how fast they can create training, onboarding, and help documentation for their users. End users love ScreenSteps because the training material is easy to read and easy to nd (its available and searchable right within Salesforce).

www.ScreenSteps.com/Salesforce

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If youre interested in improving your Salesforce training and onboarding documentation:

Request a demo of ScreenSteps > Try it out for a free 14 day trial >

Be sure to mention that you are a nonprot organization so that you can get our special pricing.

www.ScreenSteps.com/Salesforce