Using Salesforce for Data Driven Engagement

We will learn about the concept of an Engagement Pyramid -- how to encourage constituents to "move up" to higher levels of engagement -- and how Salesforce can support this work. We’ll talk about the strategy, then take a look at some handy tools such as formula

fields, Levels, DLRS, and an affordable 3rd party engagement measurement app. This topic is appropriate for nonprofit Salesforce Administrators, Development and Communications staff members looking to use data in designing programs, targeting outreach and generally increasing engagement in your mission work.