Timeline: 4 weeks
We’ll complete the grant application process and provide you with login information to Salesforce.
We’ll discuss your objectives for Salesforce, with a focus on development, fundraising and outreach.
We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records such as donors and partners.
We’ll set up your donation record for managing your donation revenue as well as constituent programs.
We’ll perform a custom one-hour webinar training session of the Salesforce setup for your organization.