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How to track board members in Salesforce NPSP | Salesforce Lightning

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How to track board members in Salesforce NPSP | Salesforce Lightning

3,156 views November 2, 2019 7:58

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ChannelSigniforce

Description from the creator

Board members are an essential part and the biggest champions for any nonprofit. In this video, I will show you how you can track board member participation and giving in Salesforce NPSP.

You will learn how to:
1. Track board participation including roles, start and end dates, and status
2. Track board committee participation
3. Track board giving each year and over multiple years

This tutorial focuses on the Salesforce Lightning Experience.

Check out the other NPSP Series videos here: youtube.com/watch?v=HC_KeYtPWyU&list=PLkLTt…

Check out the Salesforce NPSP documentation here: powerofus.force.com/articles/Resource/NPSP-Docu…

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Say hi on social:
LinkedIn: linkedin.com/in/farahcharania/
Twitter: twitter.com/signiforce


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About this tutorial

Signiforce published this 7:58 video tutorial on November 2, 2019. It has been watched 3,156 times on YouTube.

Channel
Signiforce
Category
Education
Duration
7:58
Published
November 2, 2019
Views
3,156
Likes
48

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