This session is a hands-on workshop for accidental administrators or power users who have significant Salesforce experience and want to know more about how to make changes in their Salesforce instances. Learn how to spot and avoid Salesforce configuration pitfalls, and become familiar with the strengths and weaknesses of advanced features of Salesforce that support fundraising, events, membership, and more.
What you will learn:
- How to spot and avoid Salesforce configuration pitfalls.
- Advanced reporting and dashboard options.
- Tips on usability, newer features, and Salesforce online tools for fundraising, events, memberships, etc.