Best of: Salesforce Tips & Tricks for Nonprofits

About this event

Join us for this interactive skill-sharing session where each of us will have an opportunity to share some of the things that we've found the most useful when it comes to nonprofit use of Salesforce. Make data entry faster, prepare mailing lists easier for your next appeal, set up lists for easy portfolio management, create dashboards that provide the metrics you and your supervisors want to see, etc. Join us to learn some of the best tips and tricks we know, and share the things that you've found to be the most useful to you!


*As a reminder: To maintain a safe space for nonprofit folks to share openly, our meetings are never recorded. So don't miss it - join us live!  

PLEASE NOTE NEW TIME: After discussion with a few other members at the recent Boundary Bay Social, we are going to try meeting at 1:00 PM instead of noon, and alternate in some in-person lunch meetings again. More information on that soon. For now, please join us virtually at 1:00 PST for this meeting. Thanks! 


Group Leader

  • Paula Berg

    Paula Berg

    Percolator Consulting

    Leader

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