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"ONE ACKNOWLEDGEMENT TEMPLATE TO RULE THEM ALL" Presented by Special Guest Kristina Winters!

Nov 22, 4:00 – 5:00 PM (UTC)

Salesforce Nonprofit User Group, New York City, United States

November 22, 2024 - Our monthly meeting for the NYC Nonprofit Salesforce User Group.

About this event

Learn to use the power of Salesforce formulas to simplify your acknowledgement letter merge process. Why suffer through using multiple reports and templates, which can be such a pain to update when your letter language changes. And who has patience for Word formulas? This presentation is merge tool agnostic and will work with whatever you use at your org (Word Mail Merge, Apsona Document Merge, Conga Mail Merge, etc.) because all of the magic is happening directly in Salesforce. Winter (i.e. year end giving) is coming! Don't be left out in the cold. 

Panelist

  • Kristina Winters

    Swift River Consulting

    Senior Consultant

When

When

Friday, November 22, 2024
4:00 PM – 5:00 PM (UTC)

Agenda

Welcome
Presentation
Wrap-Up

Group Leaders

  • Dan Flanigan

    YAI Seeing Beyond Disability

    Solution Architect

  • Bill Florio

    RAND

    Community Group Leader

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