Join us on Thursday, 21st May Online for our nonprofit user group event focused on empowering your m...
AdminNonprofit Cloud
About this event
Join us on Thursday, 21st May for a VIRTUAL meeting of our nonprofit user group event focused on empowering your mission through CRM best practices. Learn how to effectively leverage Salesforce tools to enhance your organisation's impact.
Engage with fellow nonprofits, exchange ideas, and gain actionable insights from others. This is an excellent opportunity to expand your skills and network with other passionate individuals in the nonprofit sector. Don't miss out on this chance to drive your mission forward!
Reserve your spot today!
The event starts at 2pm and will now be happening ONLINE and not in person (due to planned tube strikes).
Speakers
Nick Swain
Zorva Consulting Limited
Consultant
Mills Dyer
Mencap
CRM Project Workstream Lead (Fundraising)
Katie Ross
Giveclarity
Salesforce Training and Enablement Lead
When
Thursday, May 21, 2026 1:00 PM – 3:30 PM (UTC)
Agenda
1:00 PM
Welcome and Intro's
Your user group hosts will explain more about the sessions today and what to expect.
1:10 PM
Summer '26 release (Katie Ross)
Katie Ross (Salesforce trainer) will join us and provide an overview of some key features in the Summer '26 release.
1:40 PM
Charitable Soft Opt In (Nick Swain)
The rules are changing for charities who wish to send marketing and fundraising messages to individuals by electronic mail (email, SMS, etc), and in some cases you won’t need consent any more. In this short session Nick will explain the background and why it has been different for charities since 2003, what’s changing now, how charities might choose to take advantage of the new rules and guidance, what practical steps you need to discuss and take, and the pitfalls to be aware of. There will be time for Q&A.
2:10 PM
Security Latest from Salesforce
You will have all seen emails and banners about changes in Salesforce Security. Mills will go through the latest changes and what you need to do over the next few weeks.
