Salesforce Scotland Not-for-Profit September Meeting - September 04, 2018

About this event

This Autumnal Session, is our most jam-packed event so far! We are delighted to be joined by five amazing speakers, covering topic on;


> Get the most out of Lightning - tips to help you understand a good roll out strategy and your ROI.

> 'Ask an Expert' (got an issue or technical question, bring it along to our ask an expert).

> Improving operational performance and measuring impact.

> Hear a customer success story from The Roberston Trust and how they use Salesforce. Great tips to be had!

> Product overview of SurveyGizmo, a leading Enterprise survey solution that integrates with Salesforce.


Lightning has been with us for a few years now but many charities are still to take the plunge. Come along and hear from Simon Driscoll who has helped many non-profits roll out Lightning successfully and learn about the benefits it can bring to your many stakeholders. One not to be missed!


Got a technical question or something you want to learn a bit more about in Salesforce, not a problem. Stewart Anderson is happy to be our 'Ask an Expert' for this event. This will be a surgery one-to-one session in private, so bring along any issues on the day and we can pair you up.

Ciaran Hayden will speak about how he has worked with many non-profits to improve operational procedures using Salesforce and how important defining clear outcomes are when it comes to measuring success, monitoring and evaluating your work. He will talk through some examples so you can really put things into perspective.

Learning from others is a key part of this user group and we are delighted to hear from Kenneth Osborne and listen to the key steps The Robertson Trust went through to utilise Salesforce.

Last but not least, we are delighted to welcome Stephanie Speer from Colorado who will be stopping off in Scotland from SurveyGizmo. We could not let her pass by with out telling you about all the great things the product can offer you!




Tuesday, Sep 4
1:00 PM - 3:00 PM (BST)


Hayweight House (SCVO Floor 3)
23 Lauriston Street

Group Leaders

  • Colette Osborne

    Colette Osborne

    Scottish Council for Voluntary Organisations

    Salesforce Project Manager

  • Kelsey Purnell

    Kelsey Purnell

    Scottish Council for Voluntary Organisations

    Community Group Leader

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