Meliora Insights, LLC
Data Visualization | CRM Analytics (TCRM / Einstein Analytics) Consulting
meliora - 'for the pursuit of the better'
I hope you find value in these FAQ's, links and tutorials. Thanks for all that you do!
- Non-Profit FAQ's:
What is Salesforce Non-Profit Success Pack (NPSP) and how can it help my org?
Salesforce NPSP is a cloud-based software system designed for the needs of a non-profit org. It features highly customizable and scalable donor, fundraising, client and data visualization tools. The NPSP license is free for under 10 users (however tuning it to fit your own org might incur some cost). If you are currently running your non-profit on a bunch of Excel spreadsheets or not getting the information you want out of your current system, check out Salesforce's NPSP. Click here for more info.
How can Meliora Insights help my organization?
In response to the COVID-induced economic displacement, we have launched a clearinghouse / network of Salesforce talent-- where seasoned certified Salesforce professionals volunteer their time and expertise to team up with newly certified Salesforce volunteers. A team equipped with various skillsets and experience levels matched with your needs can be 'deployed' to implement your Salesforce installation at a very minimal cost (if any) relative to commercial implementation partners.
- VIDEO TUTORIALS:
Excel-001 Beginner tutorial on functions (average, sum, min, max, mid,left). Watch this 12 minute video.
Excel-002 More formulas, relative and absolute addressing + review of Excel -001. 10 mins. Watch this 11 minute video.
Excel-003 Quick demo of combining data fields from 2 sheets into 1 using VLookup. Watch this 6 minute video.
Excel-004 Demo of Excel PeopleGraph Add-in and other data visualization practices.Watch this 12 minute video.
- VIDEO TUTORIALS: