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Salesforce.org Elevate: Consultant Fundamentals

Salesforce.org Elevate is a suite of integrated offerings for the nonprofit and education sectors that gives organizations a new way to convert visitors into committed advocates. It provides a seamless management interface to engage donors, volunteers, and alumni while streamlining the critical back-end functions of payments, CRM, and accounting. Elevate delivers all the security and scalability you’ve come to expect from Salesforce while considering industry best practices and providing the support you need to grow your fundraising program.

Please Note: Elevate is a product of Salesforce.org. In order to access many of the links on this page, you must be an active Salesforce.org Consulting Network Partner, and an approved member of the SFDO Consulting Partner Central (Private) Chatter group on the Power of Us Hub.   Learn more about becoming a Salesforce.org Consulting Network Partner, which includes access to the Power of Us Hub.  Contact sfdopartners@salesforce.com with questions. Below, if an asset is listed but there is no link, it means that this resource is currently under development.  Check back on this page for updates as new links become available.

Getting Started as an Elevate Consultant

Elevate (Private) Chatter Group (login and access required)

SFDO Consulting Partner Central (Private) Chatter group (login and access required)

Elevate Product Documentation

Elevate Partner Demo Access Requirements and Instructions (login and access required)

Nonprofit Cloud Academy

Gift Entry Manager Training


Introduction to Elevate

Introduction to Elevate recording (login required: password listed in link)