Dec 15, 2022, 8:30 – 10:00 PM (UTC)
Salesforce Nonprofit User Group, Traverse City, United States
We have 3 highlights from the Winter '23 release to go over with you. Some very cool stuff that we can maybe dive into more deeply in a meeting next year. Also, we're going to do a quick recap of the Engagement Score topic from October. It's a fairly simple way to create an at-a-glance score for your people to show you who your best prospects may be. Sort of like "Moneyball" for fundraising!
We have 3 highlights from the Winter '23 release to go over with you. Some very cool stuff that we can maybe dive into more deeply in a meeting next year. Also, we're going to do a quick recap of the Engagement Score topic from October. It's a fairly simple way to create an at-a-glance score for your people to show you who your best prospects may be. Sort of like "Moneyball" for fundraising!
We'll cover these topics:
Reports & Dashboards; a new visual of report structure
- A review of where to find this cool new (and helpful) information
Dynamic Forms for Standard Objects
- Example: only show Volunteer or Donor fields on Contact page if the have data.
Dynamic Related List Filters
- Example: Have separate lists on Contact for Closed vs Open Opportunities.
Engagement Score
- Recap of "Moneyball"
Thursday, December 15, 2022
8:30 PM – 10:00 PM (UTC)
| 8:30 PM | Welcome & Group Introductions |
| 8:45 PM | 3 Winter '23 Highlights |
| 9:15 PM | Engagement Scores! |
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