Like most organizations, most opportunities have just a single payment. We make use of information on both the opportunity and the payment, including key payment fields such as date paid (banked ...
Donor Account Rich Text Summaries
We added a rich text field on account intended to hold a recent summary of donation activity as well as a call to action for next action. Next action could be customized to indicate 1, 2, and ...
Power up your List Views
Get the most out of Lightning now!
This presentation covers basic features of the Lightning list view that you can learn to command and tips for sharing these with your end users. We cover some intermediate features of list view for use by you, the administrator. And we give some pointers to some advanced features of list views that can keep your organization running with increasing optimality!
Becoming a Salesforce Administrator
Terry Cole collaborated with Salesforce.org staff on how to become an administrator at a nonprofit. Become an “Admin Trailblazer,” too!
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