Virtual Meeting: Email & Document Generation

Oct 14, 2021, 7:00 – 8:00 PM

Curious about how other nonprofits are generating documents and emails directly from Salesforce?

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 Leaders

  • Paula Berg

    Percolator Consulting


  • Rose Marcotte

    The Great Plains Institute

    Community Group Leader

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