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Doing More with Salesforce and the NPSP (Location: Verona, NJ)

Check out what happened

About this event

Join us September 13 for an evening of learning and networking with other nonprofits using Salesforce!

Are you currently working at an organization using Salesforce and want to see what's new?

Do you want to see how other nonprofits are using Salesforce in their organizations?

You're in the right place. We hope to provide all these things and this will be our first meeting in our effort to create a stronger community in northern NJ!

Location Note: The office is located in Building E. Putting "27 ozone avenue, Verona, NJ" into your GPS will bring you close to the side entrance. Click this link to see a picture.


Presentations

#1 Melanie, Manager of Salesforce Initiatives at Little Kids Rock; Using Campaigns and Campaign Best-Practices

Campaigns are super flexible and incredibly useful for tracking individual engagement and grouping donations together. Melanie will cover Little Kids Rock has been using campaigns to track panel participants and performers at key events. She will also give an overview of the pros and cons to campaigns, and how they have used them to maximum effect at Little Kids Rock.


#2 Ryan - Consultant/User Group leader; Introduction to Customizable Roll-Up Summaries 

This brand new feature, introduced only a couple of months back, was the hard work of a dedicated group of developers to make your life easier. It allows you to display and report on key donor statistics using all the key revenue related objects on donor records (I'm looking at you Payments!). Ryan will provide an overview of what they are, what they do, and provide step-by-step instructions and some  use cases you can bring back to your nonprofit.


'Office Hours' chat

In the past, User Group meetings have included a portion that allowed individual group members to bring up a question or concern to share with the group and draw on the hive mind! This will be informal and brief at the September meeting, but we look forward to your feedback for future inclusion or adjustments.


Little Kids Rock(s) - Literally

Did you know that Little Kids Rock has a jam room? Well they do, and at the start of the meeting the team has agreed to engage everyone with some music!


Location Details

Note: 271 Grove is the address is for an office complex. The office itself is in building E.

We'll feed you! Pizza and refreshments will be served.

When

Thursday, Sep 13
6:00 PM - 8:30 PM (EDT)

Where

Little Kids Rock
271 Grove Avenue, Building E Verona07044

Group Leaders

  • Ryan Berens

    Ryan Berens

    Assistance League, National

    Community Group Leader

  • Nandini Narula

    Nandini Narula

    Community Group Leader

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