Bay Area Foundations User Group - May 22, 2018

May 22, 2018, 3:00 – 5:30 PM (UTC)

Salesforce Foundations User Group (Virtual)

About this event

This is our regular meeting of the Bay Area Foundation Salesforce User Group meeting. During these meetings we showcase how Foundations are using Salesforce to manage their work with an emphasis on demos. This meeting will cover: 

 - Learn how to leverage Salesforce Beyond Grants Management:
     Managing of Contracts
     Integrating Payments
     Collecting data with FormAssembly
     Managing events
 - Test the use of a Consultancy Protocol to get real time feedback and ideas to help overcome practice or technology changes related to Grants Management

When

When

Tuesday, May 22, 2018
3:00 PM – 5:30 PM (UTC)

Agenda

6:00 PMWelcome and Introductions
6:15 PMManagement of Contracts and Payments, Scott Ward, Irvine Foundation
6:45 PMForms, Forms, Forms! One Tool, Many Integration Possibilities, Scott Ward, Irvine Foundation and Dana Wellhausen, Rogers Family Foundation
7:00 PMLunch
7:20 PMEvents and Campaign Management, Erin Harrington, Skoll Foundation
7:40 PMConsultancy Session
8:20 PMUpcoming Meeting Dates, Topics, and Leaders
8:30 PMClose

Group Leader

  • Patrick Barnes

    Dyson Foundation

    Community Group Leader

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