Aug 6, 6:00 – 7:00 AM (UTC)
Salesforce Nonprofit User Group, Melbourne, Australia (Virtual)
In this session, we'll be looking at three options for generating documents from within Salesforce: Sliick; Portwood; and the native DocGen capabilities of Agentforce Nonprofit (formally Nonprofit Cloud). Come hear from three users as they run us through the pros and cons as well as some of the tips and tricks of setting each one up.
In this session, we'll be looking at three options for generating documents from within Salesforce: Sliick; Portwood; and the native DocGen capabilities of Agentforce Nonprofit (formally Nonprofit Cloud).
Come hear from three users as they run us through the pros and cons as well as some of the tips and tricks of setting each one up.
Settlement Services International
Volunteer
SSI
Salesforce Administrator
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