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Right Under our Noses: Leveraging Some of Salesforce's Overlooked Tools & Features

Aug 21, 2020, 3:00 – 4:00 PM

Salesforce Nonprofit User Group, New York City, United States

Our continued look at taking creative approaches to Salesforce and leveraging overlooked tools & features.

About this event


Using Salesforce's native Extended Mail Merge

Featuring Amie Guillot Presenting!

At this meeting, Amie Guillot will guide us through sometimes overlooked features and capacity within Salesforce. Using Salesforce's native Extended Mail Merge capability, generate bulk or singular acknowledgments for donors directly from the opportunity object. This "hack" for extended mail merge modifies the URL destination of the current extended mail merge to allow for mail merge on the opportunity.

Case Study Introduction:

After Amie's presentation we will briefly introduce 2 challenges facing a nonprofit organization using Salesforce, we will outline the business challenges and then followup next month on the progress and finding and implementing native or free solutions.

  • Case Study #2 Filtered Related Lists
  • Case Study #2 Project Management

Speaker

  • Amie Guillot

    Fountain House

    Salesforce Administrator

When

When

Friday, August 21, 2020
3:00 PM – 4:00 PM UTC

Agenda

3:00 PMIntroductions
3:10 PMPresentation
3:45 PMWrap-Up

Group Leaders

  • Dan Flanigan

    YAI Seeing Beyond Disability

    Solution Architect

  • Bill Florio

    RAND

    Community Group Leader

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