December Traverse City Nonprofit User Group Meeting

Name: December Traverse City Nonprofit User Group Meeting
Start: 2021-12-09T15:30:00-05:00
End: 2021-12-09T17:00:00-05:00

Dec 9, 2021, 8:30 – 10:00 PM (UTC)

Salesforce Nonprofit User Group, Traverse City, United States

In this meeting we'll discuss 3 things you can do to make your Salesforce organization easier to use, including; New Action buttons for Opportunities/Donations, hiding non-useful report types, and relabeling things in ways that make sense to you and your organization.

About this event

In this meeting we'll discuss 3 things you can do to make your Salesforce organization easier to use, including; New Action buttons for Opportunities/Donations, hiding non-useful report types, and relabeling things in ways that make sense to you and your organization. Join us for some December merriment and learning from wherever you are - byo hot cocoa! ☕

When

Thursday, December 9, 2021
8:30 PM – 10:00 PM (UTC)

Agenda

Welcome & Group Introductions	We'll go "around the room" like usual and you can tell us about something new you've learned in Salesforce recently.
New Action buttons for Opportunity	Press a button and create Donations (Opportunities) - fast!
Hiding Report Types	You don't need all those report types and they're just cluttering things up, we'll show you how to hide them.
Relabeling Things in Salesforce	Objects, Fields, Related Lists - we'll show you how to relabel them so you can make them make more sense to your organization.

Group Leaders

Michael Slawnik

Interlochen Center for the Arts

Assistant Director of IT - Applications & Developm

See bio

Amy Martin

A.Martin

Senior Cloud Consultant

See bio

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