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April Traverse City Nonprofit User Group Meeting

About this event

During this session our guests, Skye Tyler and Lara Kimberly, will highlight five of the most useful and flexible Salesforce Labs tools for nonprofit organizations that require minimal setup for maximum return! System administrators, fundraisers, case managers, and program officers alike will find immediate value in these solutions designed to help you work smarter on the Salesforce platform. Salesforce Lab solutions we will cover include:

– CMTD Enhanced Related List – create custom, filterable related lists that include only the records that you want to see

– Time Warp – visualize related records in an interactive timeline

– Record Hunter – create custom search boxes and display results

– Adding Multiple Related Records Flow template – search and select multiple records at once

– Magic Mover for Notes and Attachments – a must-have tool when migrating from Notes & Attachments to Files and Enhanced Notes


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About Skye: Skye is passionate about the role that nonprofit organizations play in our society and believes that they should have access to the best technology to better meet their missions. She has been implementing and improving Salesforce instances for over seven years and loves how versatile and extendable the platform is. Combining excellent communication skills and analytical thinking, she works with clients to uncover root issues and design elegant and efficient solutions.

About Lara: Lara has been part of the Salesforce ecosystem for over 10 years and has been implementing and extending Salesforce in nonprofits as a consultant for eight years. She has worked with a broad spectrum of nonprofits including food banks, philanthropy, K-12 and higher education, environment and wildlife, visual art, disaster and international relief, and faith-based ministries. Lara holds 12 Salesforce Certifications including Application Architect and Nonprofit Cloud Consultant.

When

Thursday, Apr 14
3:30 PM - 5:00 PM (EDT)

Group Leaders

  • Michael Slawnik

    Michael Slawnik

    Interlochen Center for the Arts

    Assistant Director of IT - Applications & Developm

  • Amy Martin

    Amy Martin

    A.Martin

    Senior Cloud Consultant

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