Use this link to share with your colleagues:
Learning Path Graduation: What Do I Do Next?: https://help.pm.leapevent.tech/a/1548657
You've passed your User Certification Course and completed your Learning Path, ready to venture out into the great wide world of PatronManager.
These first few steps on your own are exciting, and if you're wondering what to do next, we've got your back with some tips and resources here.
You may feel like this now, but we're here to help!
1. Topics to follow in the Client Community Forum
The PatronManager Client Community is not only a great way to talk to other PatronManager users, it's also a great place to learn! Depending on what you do in PatronManager, here are some topics we suggest following in the Community Forum:
- For Everyone: New Features and Continuing Education
- For Box Office: Box Office and Reporting
- For Development: Fundraising and Reporting
- For Marketing: Marketing and Reporting
- For Executive Directors: Reporting and PatronManager Admin
- For Admins or IT: PatronManager Admin and Salesforce Admin
We also suggest that everyone read all the amazing articles in the Report Finder Topic! The articles here cover a wide range of your essential reporting needs and we recommend exploring these articles to get ideas of what reports you can build and how to build them.
2. Help Tab Resources
As you've learned, the PatronManager Help Tab is full of great resources to help walk you through how to do things in the system. Now that you're a certified user and completed your Learning Path, here are some Help Tab recommendations to get you started on your adventure:
- To see more basic navigation and essential aspects of your system: PatronManager Administration Basics
- If you're interested in learning about Reporting in PatronManager: Getting Started with Reporting
- If you're interested in watching webinars on specialized topics: On-Demand Webinars
3. Instructor-Led Training
Instructor-led trainings are held on a regular basis and cover a variety of different topics. These are great opportunities for new users to dive deeper into different parts of the system with other users and our Implementation team.
You can find our instructor-led training options and how to register here.
4. Webinars
We hold regular webinars every month, focusing on the most important new features and topical questions for you and your organization.
- Feature Focus webinars cover one aspect of PatronManager and our best recommendations on how to use it
- Best Practices webinars provide tips and tricks to best use PatronManager for a specific task
- Awesome Admin webinars are recommended for PatronManager Certified Admins and take a deeper dive into advanced parts of the system and making it work for you
- Release Notes webinars looks at new features in our PatronManager releases
You can see our upcoming webinars and register for them here.
5. PatronManager Admin Certification
Did you love learning the basics of PatronManager, but want to learn more about the inner workings of the system? Are you interested in taking on an Administrator role at your organization? Then the PatronManager Admin Certification program is for you!
This course focuses on key concepts to troubleshoot and customize PatronManager and Salesforce functionality for your organization.
Learn more and get started with your PatronManager Admin Certification here.
All organizations should have at least one Certified Admin - and that could be you!
6. Trailhead
Because PatronManager is built on the Salesforce platform, if you want a deeper knowledge of the inner workings of PatronManager and how to customize your account to fit your needs, gaining a greater understanding of Salesforce can help.
No one knows your organization better than you. With some basic knowledge of customization, you'll be able to tailor your experience of Salesforce for your needs. There's a lot you can do from customizing fields to creating automation processes, and remember that you have Sandboxes available to test your customizations.
One of the best tools to learn about Salesforce is Trailhead, which you can read all about and get started with here.
PatronManager does not provide assistance with Salesforce Administration that you might learn about in Trailhead, but the more you know the more you'll be able to use the system to its fullest potential!