Learn all about flow and some nonprofit use cases from Mark Jones, Salesforce Consultant at Cloud Galacticos and Newcastle-upon-Tyne, Salesforce UK User Group Leader and Gordon Lee, Director, Salesforce Solutions Architect Common Sense Media and Salesforce San Francisco Nonprofit User Group Co-Leader.
Use cases will include:
1) Tagging contacts with department badges (Beginner Level)
2) Auto-sending membership receipts (Intermediate Level)
3) Tracking major donor updates (Advanced Level)
4) Sending an email alert to a donor before their final recurring donation is due to be paid
5) Auto-assigning an Engagement Plan to a constituent.
We are looking forward to seeing you there!
Time Technology Ltd
Salesforce Consultant
Common Sense Media
Director, Salesforce Solutions Architect
Mark is a 5x Certified Salesforce Consultant. Mark is the co-leader of the Newcastle upon Tyne Salesforce User Group and speaks regularly at various community events and conferences. An avid lover of Process Automation, specifically Flow, Mark is also one of the co-founders of Automation Dreamin’ along with Vicki Moritz-Henry. Mark also runs his own Salesforce blog, the Ragamuffin Admin.
Follow him on Twitter, LinkedIn, and the Trailblazer Community.
Gordon Lee is the Salesforce Solutions Architect at Common Sense, a nonprofit dedicated to helping kids and parents thrive in a world of increasing media and technology use. A native San Franciscan, first-generation Chinese-American, and 12-year addict of the Salesforce ecosystem, Gordon started off as an Accidental Admin and has never looked back. His passion is helping nonprofits focus on strategy, not tasks, and he believes that in order to empower others, you first have to empower yourself. His favorite Salesforce mascot is Astro, but he has been told it should be Codey by his wife, who shares the same name.
