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Demo: Fundraising Operations in the new Nonprofit Cloud

Mar 7, 3:00 – 5:00 AM

Join us for part 1 of a series of demos about the new Nonprofit Cloud with Yang-Yang He as we get hands on in Salesforce.

About this event

Following on from our last user group meeting on Nonprofit Cloud, we will be going on a deeper dive into what it actually looks like. This session will have a Fundraising Operations focus but will be more of an overall view, before we deep dive into specific modules in subsequent meetings.

From this point of view, we will look at the ability to see new donations coming in and having data centralised in one place to give a 360 degree view of a donor and their interactions.

We will drill down into individual donations, gift designations, campaign source and payment data and demonstrate the extensive data model around one-off, regular gift, gift refunds and soft credits.

We will also demo an overview of campaign management & performance, segmentation of campaign members and tracking the associated donations.

For those joining online, we will be starting the demo at 4:15pm so feel free to tune in from then.

For those joining us in person, there is parking available and easy public transport options.


Hope to see you there!


Speaker

  • Yang-Yang He

    Salesforce

    Senior Solution Engineer

When

When

Thursday, March 7, 2024
3:00 AM – 5:00 AM UTC

Agenda

Arrival
Demo
Q and A
Nibbles & networking

Group Leaders

  • Jenilee Reddy

    Te Whakaora Tangata

    Community Group Leader

  • Kristin Moolman

    GravityLab Ltd

    Community Group Leader

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