Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!
Leave with the confidence and knowledge to:
- Create an Email Template
- Automatically assign tasks, respond to requests, and forward information to the right staff person
- Create a workflow (automation) to acknowledge a gift
- Create a workflow to inform a gift has been made
- Download and install the free connector for a mass emailing tool
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This morning workshop is offered in conjunction with the afternoon Bootcamp PLUS workshop DIY Data Migration with Salesforce. Sign up for one or both workshops!