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Vancouver Nonprofit User Group - July Meeting

Jul 19, 2018, 10:00 PM – Jul 20, 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 the NPSP Data Importer, you can load Contacts, Accounts, Opportunities, and Campaigns all in ONE template. Did you know that using this method allows you to load records for all of these objects AND relate them to one another through one data load of a single template? Better yet, loading data through this method allows you the benefit of catching, and changing, any errors before the load completes. Come and learn the ins-and-outs of this often overlooked tool!

 


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

July 19 – 20, 2018
10:00 PM – 12:00 AM (UTC)

Agenda

10:00 PMWelcome and Networking
10:15 PMNPSP Data Importer
11:15 PMQ&A

Group Leaders

  • Lynda En

    Leader

  • Clair Lam

    Passion Fruit Partners

    Leader

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