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.
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.
Swift River Consulting
Senior Consultant
Thursday, March 27, 2025
10:00 PM – 11:30 PM (UTC)
10:00 PM | Introductions & Announcements |
10:15 PM | One Acknowledgement Template to Rule Them All! |
11:00 PM | Floor Opens for Your Questions |
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