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Virtual Meeting: Email & Document Generation

About this event

Curious about how other nonprofits are generating emails and documents using Salesforce such as tax receipts, pledge forms, and other documents? How to send mass emails with merged data from Salesforce? Join us for this virtual meeting to learn more about how you can use Salesforce's native functionality, and/or third party apps to generate all the documents and communications you need. Tax receipts, pledge forms, emails, etc. Bring your questions as well as your successes to share with the group. 

Group Leader

  • Paula Berg

    Paula Berg

    Percolator Consulting


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