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Lunch and Learn at Aslan: Tracking Interactions with Constituents

Jun 13, 8:00 – 9:00 PM (UTC)

Salesforce Nonprofit User Group, Bellingham, United States

Join us for lunch in-person at Aslan - network, win prizes, and share and learn something new about using Salesforce for your nonprofit. In June we will discuss the ways you can track interactions with your constituents, including: Emails (+Gmail/Outlook Integrations), Activities, Notes, Attachments, and linking to outside documents (like google docs).

About this event

Join us for lunch & learn at Aslan where we'll get to know other Salesforce using nonprofits in our community, learn a bit about mastering the use of Salesforce, and win prizes! In June we will discuss the ways you can track interactions with your constituents, including: Emails (through Salesforce, or Gmail/Outlook Integrations), Activities, Notes, Attachments, and linking to outside documents (such as Google Docs), and we'll go over some best practice tips you might want to consider for your Salesforce instance.

*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 in person in downtown Bellingham!

When

When

Thursday, June 13, 2024
8:00 PM – 9:00 PM (UTC)

Group Leaders

  • Paula Berg

    Percolator Consulting

    Leader

  • Rose Marcotte

    The Great Plains Institute

    Community Group Leader

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