Just in time for Giving Tuesday and your year-end appeals! Learn all about entering gifts quickly using NPSP Gift Entry from Salesforce MVP and nonprofit pro, Caroline Renard.
Gift Entry is a robust set of tools for creating consistent form templates that you can use to enter gifts into NPSP, either individually or in batches. You can also set defaults at the template or batch level. Gift Entry replaced the older Batch Gift Entry NPSP product.
Caroline Renard is a senior consultant with Data Geeks Lab, and has been using Salesforce since 2008. She specializes in Salesforce implementation and training for performing and visual arts organizations, having worked for some of the largest arts organizations in London before moving to the Seattle area 17 years ago. Since then she's been a leader of the Seattle Nonprofits User Group, moderated the Hub Community Office Hours sessions for North American Nonprofits, and earned herself the coveted title of Salesforce MVP! We're fortunate that Caroline has joined our group and is willing to share her wonderful expertise with us!
*Note: We're meeting a day early in November to allow folks to celebrate the Veteran's Day holiday on the 11th. Thanks for your flexibility!
Salesforce MVP
I first logged into Salesforce at the start of 2009, when the NPSP was still brand new, but was lucky to be coached by pioneers of the Salesforce nonprofit community-based in Seattle. My niche is working with arts organizations using the Salesforce Platform, and I've worked as an independent consultant, as well as with SFDO Partners. I joined the Data Geeks Lab team in Sept 2021.
I w…
Percolator Consulting
Leader