Nov 27, 2018, 8:00 – 10:00 AM (UTC)
Salesforce Nonprofit User Group, Cape Town, South Africa
How can you map out a process in your organisation and use Salesforce automation to assist your staff in their day to day job? Learn how U-turn automated their weekly stipend requests from participants, making admin and approvals a breeze and increasing accuracy of information, using online forms and Salesforce approvals.
How can you map out a process in your organisation and use Salesforce automation to assist your staff in their day to day job?
Learn how U-turn uses online forms and Salesforce approval processes to assist their staff in capturing weekly stipend requests from 30+ participants on their Life change program.
Themba will explain how to design and implement business logic, starting off with process flow diagrams and ending with robust solutions that ensures information is captured accurately while freeing up staff from doing admin tasks.
Connect Consulting
Tuesday, November 27, 2018
8:00 AM – 10:00 AM (UTC)
| 8:00 AM | Meet and greet |
| 8:15 AM | How to design and implement a business process for a NPO. Showing online forms and Salesforce approvals |
| 9:30 AM | Network and coffee |
Connect Solutions
Community Group Leader
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