BDO Network Salesforce Resources
Welcome to the Business Development Organization Network Salesforce resource page, where you will find a comprehensive list of documents and user guides. The goal of the BDO network Salesforce portal is to create a platform to support BDO partners and entrepreneurs.
For general questions and/or feedback please contact the Local Initiative Support Corporation (LISC) at salesforceecondev@lisc.org.
Getting Started
Are you new in participating in the BDO Network and need to gain access and to Salesforce? Please submit your request using the form below.
Upcoming Events
Salesforce Support Hours
Every 2nd Monday of each month | 1:00 PM CST | 60 minutes | Link: https://lisc-org.zoom.us/j/95555905264
Webinar Archive
Missed a live webinar session? No worries! All the recordings from past webinars we have hosted can be found below. You can browse through all categories to see what's available or select a tab for any specific topic area. Webinars in this archive are organized by date with the most recent webinars at the top.
| Name of Event | Date | Description | Recording | Slides |
|---|---|---|---|---|
| Mogli Text Messaging in Salesforce Launch | 2/1/2022 | Learn how to use Mogli - a text messaging feature that allows users to communicate with clients via Salesforce. With this feature, staff are able to send individual messages directly from a client's case record or bulk messages to a group of clients. This walkthrough focuses on users in the Business Development Organization (BDO) Network. | Video | User Guide |
| Data Tracking Template in Salesforce - SBA Community Navigator | 1/26/2022 | This training walks users through the BDO Salesforce template on how to create an intake, service sessions, workshops, and how to pull reports with a focus on SBA Community Navigator partners and the SBA form 3516 data requirement. | Video | Slide Deck |
| BDO Salesforce Upgrade Launch | 10/20/2021 | LISC and the EcDev team has launched an upgrade to the BDO Salesforce Template. The webinar will go over the following system upgrades: 1. Enhanced counseling service tracking driven by the needs of the business and alignment with the SBA navigator grant. 2. New workshop attendance tracking. 3. New goal setting tracking. 4. Upgraded login and home webpage. | Video | Slide Deck |
BDO Network - Reporting in Salesforce | 5/25/2021 | This webinar goes over how to access & read reports, learn how to customize existing reports to filter for a particular group or TA topic, and how to export reports from Salesforce. This training is intended for all BDOs using LISC’s Salesforce platform to track their services to small businesses. | Video | |
BDO Network Salesforce Launch | 3/30/2021 | This webinar recording will help users to become familiar with the user interface, review the data tracking process, and explore reporting. This webinar is intended for all new Salesforce users and those who will be supporting small business owners. | Video |