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Vancouver Non Profit User Group - June Meeting

Jun 28, 2018, 10:00 PM – Jun 29, 2018, 12:00 AM (UTC)

Salesforce Nonprofit User Group, Vancouver, Canada

About this event

Join us to learn more about the new Custom Roll-up functionality in the Nonprofit Success Pack:

With Customizable Rollups, you can create as many custom rollups as you need and define their process, filters, and where they roll up to. And as if that wasn't enough, you can now roll up Payments in addition to Opportunities, AND roll up Contact level soft credits to their parent Account. And as an added bonus, we now support Advanced Currency Management with Dated Exchange Rates for organizations with Customizable Rollups enabled.

 


This meeting is for you if:

 - You know your organization is using Salesforce but have no idea why. 

- You are using Salesforce, but you know there is more you can do with it.

- You love Salesforce and want to share your experience with other nonprofits.

- You are struggling with some configuration and need someone to help you. 

- You want to meet other users in Vancouver that are going through the same process you are. 

 

We want this group to be about you and your needs. Come to share, discuss, learn and meet others. 

 

Please share this invitation with anyone who might be interested.

 

 

 

When

When

June 28 – 29, 2018
10:00 PM – 12:00 AM (UTC)

Agenda

Welcome and Networking
New Custom Rollups in th NPSP
Q&A

Group Leaders

  • Lynda En

    Leader

  • Clair Lam

    Passion Fruit Partners

    Leader

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