Salesforce Data Specialist

TreePeople implemented Salesforce’s Nonprofitforce version in April, 2008. The database was custom designed to meet the needs of the organization. We are now searching for a temporary, part-time resource to help cleanse our data, import data, set up reports and dashboards and train staff on dashboards and advanced reporting.

RESPONSIBILITIES

• Revise training manual for Salesforce data entry best practices.
• Create advanced reports as needed.
• Train users in creation of advanced reports.
• Examine TreePeople’s current data import and dedupe processes and refine as needed.
• Ensure data integrity by merging duplicate records and setting up Dupe Blocker
• Perform mass uploads and updates of data as required.
• Build and manage Salesforce.com dashboards, reports and folders linked to dashboards.
• Manage AppExchange products integrated to Salesforce.com including Conga, Demand Tools, Dupe Blocker, People Import and Exact Target. Evaluate and implement more apps as needed.
• Develop reports, dashboards, and processes to continuously monitor data quality and integrity

KEY SKILLS

• Data manipulation and cleaning
• Strong documentation and training skills

QUALIFICATIONS

• Working knowledge of the Salesforce.com (SFDC) platform (3+ years) with at least 1 year’s experience working with the Nonprofitforce instance.
• Experience with SFDC administration (2+ years)
• Experience using Demand Tools, People Import and Dupe Blocker
• Experience with Conga and Exact Target reporting a plus.
• Must live in Los Angeles area.

This is a part-time, temporary position, located at our headquarters in Los Angeles. Salary commensurate with experience.

TO APPLY Please email resume and cover letter to:
Jodi Toubes
Sr. Manager, Human Resources
jtoubes@treepeople.org.

*TreePeople is an Equal Opportunity Employer

Karine and I want to apologize for the long lapse in meetings.  But we're back on task and want to get our user group back on a regular meeting schedule.

Don't miss the October LA Nonprofit User Group meeting! Details are as follows:

Date: Thursday, October 29

Time: Noon - 1:30pm

Location: TreePeople

12601 Mulholland Drive

Beverly Hills, CA  90210

Click here for directions

Please bring your lunch and we'll provide drinks and dessert.

We are hoping to have an application demonstration - just waiting for confirmation on that.  Also TreePeople will demonstrate how we use Salesforce and there will be plenty of time for Q&A. We welcome beginners to advanced users.

Please RSVP to pvanriper@treepeople.org

Karine Kadyan and Paige Van Riper

Registration is now open with the first 400 passes available for $99* and the remaining 400 passes available for $199. Contact your account manager or review the nonprofit newsletter for promo details.

Due to lack of interest, we are cancelling today's LA Nonprofit User Group meeting.  Look out for a survey coming your way in the next couple of weeks to assess what topics are of interest and what times are best to meet. 

Paige & Karine

Due to work loads and the challenge of arranging a meeting topic every month, we have decided to change the meeting frequency for our group to every other month.  Therefore, the next meeting will be held Thursday, June 4th.  Mark you calendars now and we'll post details as we get closer.  If you have any requests for what you would like to see covered at future meetings please email either of us.

Karine & Paige

The Salesforce Foundation kindly provided us with a webcast they produced about Google Docs and how it can be integrated and used through Salesforce.  The presentation is less than a half hour and gives a great overview.  Check it out.

http://salesforce.acrobat.com/p66252978/

Paige and Karine

For those of you who missed our April meeting, we were fortunate to have a great presentation by Glenn Kroe and Chris Shaul from Astadia, a Salesforce implementation partner, educating us about workflows and formula fields. 

Glenn and Chris were nice enough to supply us the slides from the presentation.  The presentation is attached here for your perusal.

Download Astadia Presentation to LA NFP User Group 4-09

We hope to see you at our next meeting which will be on Thursday, June 4th from noon to 1:30.

Paige Van Riper & Karine Kadyan
Co-leaders

Date:  Thursday, April 2

Time:  12:00 pm – 1:30pm (bring a brown bag lunch and we’ll provide the drinks)

Where: Tree People's community yurt

12601 Mulholland Dr.

Beverly Hills, CA 90210 (directions below)

Agenda:

- Guest Speaker, Glenn Kroe from Astadia. Glenn will present on workflows and formulas. Don’t miss this opportunity to see how your organization can utilize workflows.

- Q & A

We hope to see you on the 2nd! If you're attending, please RSVP to pvanriper@treepeople.org by Tuesday, March 31. Thank you.

Karine & Paige

Directions to TreePeople

FROM THE 405 NORTH:

(If you’re taking the 405 South, exit on the 101 towards Los Angeles and follow those directions)

Exit Skirball Center/Mulholland Drive.

Turn left off the exit ramp.

Take your first right onto Mulholland Drive.

Continue on Mulholland for ten minutes, until you come to a stop sign at the intersection of Coldwater Canyon.

Turn left and go straight through the light into our driveway.

FROM THE 101 FREEWAY:

Take the Coldwater Canyon Ave. exit.

Go south on Coldwater into Studio City (toward the hills).

Cross Ventura Blvd. and continue on Coldwater as it winds up into the hills.

When you get to the traffic light at Mulholland Drive, turn left into our parking lot. (Our driveway is located in the middle of the intersection).

FROM BEVERLY HILLS:

Take Beverly Drive north (Not Beverly Blvd.)

Bear left as Beverly Drive becomes Coldwater Canyon Ave.

Take Coldwater up the hill, straight through the light at the first Mulholland intersection.

Less than a minute later, you’ll come to a second Mulholland intersection. Our driveway is on the right in the middle of this intersection.

PARKING AND WALKING TO THE YURT VILLAGE (our offices) :

Please park in TreePeople’s lot.   You will find a walking path on our lot right next to Coldwater Canyon if you are facing the street from the parking lot.  Walk down the set of stone stairs and make a left at the bottom.    Walk for another minute or two on the mulch trail and you will soon see a yurt village (7 big circular tents).  The community yurt is the first one on the right.  

Our March meeting will be held Thursday, March 5 from noon to 1:30 at the American Red Cross San Gabriel Pomona Valley Chapter office at 430 Madeline Dr., Pasadena, CA  91105.  Bring a brown bag lunch and we'll provide the drinks.  Karine will demonstrate the San Gabriel Valley Red Cross' Salesforce system and we may have one more nonprofit demo.  There will be time for general questions at the end.  Hope to see you there.

If you have questions you can reach us at pvanriper@treepeople.org or kadyan@sgpvarc.org.  Don't forget to join our user group so you can get all meeting updates.

Paige Van Riper & Karine Kadyan
Co-leaders