Jacksonville Nonprofit User Group Quarterly Meeting

Jul 24, 2019, 1:00 – 4:00 PM

Welcome to our first regular quarterly meeting page! This quarter we will be digging into Customizable Rollups in the Nonprofit Success Pack and how Salesforce Flow helps BEAM check in Volunteers.

About this event

NPSP CUSTOM ROLLUPS

Did you know you can customize the roll-up donor data in Salesforce?  Every nonprofit is unique, and with NPSP Customizable Rollups, now you can create summaries that meet your organization's unique needs!  Filter by hard or soft credit, summarize allocations to account units, find campaigns that key gifts are given to, and total payments against pledge obligations -- it's all possible with NPSP Customizable Rollups and we will show you how!

BEAM VOLUNTEER CHECK-IN WITH FLOW

Flow is a powerful tool to automate bespoke processes in Salesforce, but it can be intimidating at first.  Come see how Andy Utkan used Flow to automate a custom volunteer check-in for Beaches Emergency Assistance Ministry.  A fantastic use case from one of our own local organizations for the power of Flow!

PARKING

There is parking available on the street around the Center, as well as public lots immediately to the north, accessible from Adams Street, and to the east, accessible from Forsyth street.  Street parking is metered and accepts debit/cards.    

Speakers

  • Andy Utkan

    @ SalesforceBreak.com

    MVP and Content Creator

  • Hayley Tuller

    Arkus, Inc

    Project Manager

When

When

Wednesday, July 24, 2019
1:00 PM – 4:00 PM UTC

Agenda

Welcome, Social Time
Customizable Rollups with the NPSP
Break & Swag Giveaway
Volunteer Check-In using Flow at BEAM
Refresher on Chatter Group & Profile Updates
Q&A and Social Time

Group Leaders

  • Hayley Tuller

    Arkus, Inc

    Leader

  • Kelly Scott

    DonorsChoose

    Leader

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Sponsors

Nonprofit Center of Northeast Florida logo

Nonprofit Center of Northeast Florida

Arkus, Inc logo

Arkus, Inc

BRD Pro Consulting logo

BRD Pro Consulting

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