August 2018 Event

Name: August 2018 Event
Start: 2018-08-21T16:30:00+10:00
End: 2018-08-21T18:00:00+10:00
Location: Ian Potter House

Aug 21, 2018, 6:30 – 8:00 AM

Salesforce User Group, Canberra, Australia

For those of you in the not-for-profit space, this is the event for you! We'll dive into the Not for Profit Success Pack (NPSP) and shine a light on applications that would be useful for any NFP. Even though the use cases will have a NFP focus, there are plenty more for non-NPSP users.

About this event

For those of you in the not-for-profit space, this is the event for you! We'll dive into the Not for Profit Success Pack (NPSP) and shine a light on applications that would be useful for any NFP. Even though the use cases will have a NFP focus, there are plenty more for non-NPSP users.
 

Speakers

Jeff Challis

Aakonsult

Director, Principal Consultant

Geovanna Evangelista

Salesforce

Senior Solutions Engineer (Non-Profit)

Irene Sutherland

Australian Catholic Bishops Conference

Digital Strategy Manager

When

Tuesday, August 21, 2018
6:30 AM – 8:00 AM UTC

Where

Ian Potter House
Ian Potter House
Canberra, 2601

Agenda

MEET AND GREET	Enjoy some refreshments and catch up with other members.
WELCOME AND INTRODUCTION	Welcoming all present and introducing our key note speaker, Jeff Challis.
OPTIMISING YOUR FUNDRAISING EFFORTS: JEFF CHALLIS	Rene will show you a way to create Contact List Views of contacts that are affiliated with a given account using an application called Declarative Rollups for Lookups.
WHAT ARE THE NEW FEATURES IN FY19 NPSP: GEOVANNA EVANGELISTA	Todays demo will provide an overview of how a NFP organisation can quickly, simply and securely setup an online donation page, how they can then take payments and de-dupe with existing Salesforce contacts, produce receipts and provide a solid platform for other fundraising initiatives. As a bonus, Jeff will also talk about a new free app developed by AAkonsult, Campaign Status. It helps overcome some annoyances that many users have with the way standard Salesforce works with the Campaign Status’s.
A COOL TRICK WITH AFFILIATIONS: IRENE SUTHERLAND	Time for questions and answers followed by announcements. Stay with us then for more refreshments and networking.
Q & A