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

Mar 27, 10:00 – 11:30 PM (UTC)

Salesforce Nonprofit User Group, Vancouver, Canada

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.

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. 

Speaker

  • Kristina Winters

    Swift River Consulting

    Senior Consultant

When

When

Thursday, March 27, 2025
10:00 PM – 11:30 PM (UTC)

Agenda

10:00 PMIntroductions & Announcements
10:15 PMOne Acknowledgement Template to Rule Them All!
11:00 PMFloor Opens for Your Questions

Group Leaders

  • Lynda En

    Leader

  • Clair Lam

    Passion Fruit Partners

    Leader

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