Online Forms with Salesforce - April 19, 2018

Name: Online Forms with Salesforce - April 19, 2018
Start: 2018-04-19T12:00:00-07:00
End: 2018-04-19T14:00:00-07:00
Location: The San Diego Foundaiton

Apr 19, 2018, 7:00 – 9:00 PM

Salesforce Nonprofit User Group, San Diego, United States

About this event

Come enjoy lunch on us to learn more about the best practices around online forms. We will be discussing when you should integrate your forms with Salesforce and Form Assembly will be providing us with a demo of how to create forms that are mapped to your Salesforce instance.
 
Bring your current use cases, questions and processes to share with the group around online forms.

Speaker

Peter Bernardi

Form Assembly

Channel Solutions Engineer

When

Thursday, April 19, 2018
7:00 PM – 9:00 PM UTC

Where

The San Diego Foundaiton
2508 Histroric Decatur Road, #200
San Diego

Agenda

Lunch and Introdcutions	Come enjoy a light lunch, drinks and networking.
Form Assembly Demo, Peter Bernardi	Peter will demonstration how to build and connect volunteer registration, event registration and donation forms using Form Assembly. He will briefly touch on the process for connecting the form to Salesforce and leave plenty of time for Q&A.
Let's talk form providers and process	We will take this time to chat about other form providers in the ecosystem that might work for your organization and briefly touch on the process and decision making around using Online Forms. Mostly we want to help you think about when you should integrate with Salesforce, cost vs ROI and monitoring of forms to make decision on the data collected.
Q&A	Bring any questions, issues and challenges to discuss with the group.

Group Leaders

Lyndsay Neer

North Peak Solutions

Leader

See bio

Marco Gonzalez

SDCOE