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!
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.
Andy is an experienced Business Executive who implemented several CRM systems in his professional experience. Having experience in several industries including Telecom, Finance, E-commerce and Professional Services, he understands today’s challenges of digital transformation and is ready to help businesses to successfully implement Salesforce Cloud solutions. Andy first implemented Salesforce for his sales team 10 years ago, and he has experience in Sales, Service and Nonprofit implementations.
Andy is the founder of SalesforceBreak.com and the author of the Udemy Flow course "Salesforce Lightning Flows".