Jul 24, 2019, 1:00 – 4:00 PM (UTC)
Salesforce Nonprofit User Group, Jacksonville, United States
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.
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.
Wednesday, July 24, 2019
1:00 PM – 4:00 PM (UTC)
1:00 PM | Welcome, Social Time |
1:15 PM | Customizable Rollups with the NPSP |
2:15 PM | Break & Swag Giveaway |
2:30 PM | Volunteer Check-In using Flow at BEAM |
3:30 PM | Refresher on Chatter Group & Profile Updates |
3:45 PM | Q&A and Social Time |
CONTACT US