Salesforce Report Training Recording - 09June22
Link to June 9, 2022 Salesforce report training led by Dan Kuzmicki:
https://makeway.box.com/s/d13zial79v7ig7xnhv7wf9k9z5w1h144
MakeWay Foundation
Topics
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Award (Grant) Management 10
- 1. a) Proposals - Preparation Stage
- 1. b) Proposals - Standard MakeWay Application Responses
- 1. c) Proposals - Supporting Documentation
- 1. d) Proposal and Reports - Submission
- 2. a) Grant Notification - Declines and Approvals
- 2. b) Grant Notification - Grant Agreement Letters (GAL)
- 2. c) Grant Notification - Countersigned Agreements
- Review and Signing Authority
- Grants from MakeWay Foundation
- Proposals submitted via MakeWay Foundation
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Salesforce - Basic Concepts 6
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Salesforce - Funds 2
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Salesforce - Opportunities and Related Objects 15
- Opportunity Creation and Maintenance
- Example Opportunity - Proposal Submitted
- Example Opportunity - Confirmed
- Updating Opportunity Stages when a Proposal is Awarded or Declined
- Revenue (Award) Codes
- Renewing Opportunities
- Primary and Receipt Contact Process
- Tasks (Report Deadlines)
- Payments and Payment Allocations
- Payments - Opportunities and Payments Related to Invoices
- Payments - Multi-year Agreements with Claims/Invoices
- Services-In-Kind Opportunities
- Intra-company Grants
- Updating Revenue Notification Recipients
- Funds through Intermediaries
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Salesforce - Project Community Portal 1
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Salesforce - Reports 1
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BC Lobbying 1
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Date Cleanup 1
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Document Management 1
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Police Reference and Vulnerable Sector Checks 1
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Project and People Onboarding and Offboarding 5
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Revenue Processing 4
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Systems/Applications used at MakeWay 4
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Project Steering Committees 1
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Glossary of Terms 1
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Workers' Safety 1
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Leases 1
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Document Review and Approval 2
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Shared Platform Newsletter 1
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Event Management 2