May 22, 2018, 3:00 – 5:30 PM (UTC)
Salesforce Foundations User Group (Virtual)
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
Tuesday, May 22, 2018
3:00 PM – 5:30 PM (UTC)
| 6:00 PM | Welcome and Introductions |
| 6:15 PM | Management of Contracts and Payments, Scott Ward, Irvine Foundation |
| 6:45 PM | Forms, Forms, Forms! One Tool, Many Integration Possibilities, Scott Ward, Irvine Foundation and Dana Wellhausen, Rogers Family Foundation |
| 7:00 PM | Lunch |
| 7:20 PM | Events and Campaign Management, Erin Harrington, Skoll Foundation |
| 7:40 PM | Consultancy Session |
| 8:20 PM | Upcoming Meeting Dates, Topics, and Leaders |
| 8:30 PM | Close |
Dyson Foundation
Community Group Leader
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