sydney salesforce nfp user group july 2011
DESCRIPTION
Slide deck as presented to the Sydney Salesforce NFP User Group on July 27th 2011TRANSCRIPT
Kevin Akermanis
Sr. Sales Engineer
But you’d like to be here:You’re working here:
Why bother with Formula Fields and Workflows?
Example Formula Fields
•Total Donation Amount
• Largest single donation
• First donation date
•Most recent donation date
•Total number of donations
Example Workflows
•Task•Reminder to Contact Next Year
•Email•Send a Thank You Note
• Field Update•Change Donor Status
•Outbound Message *
Other Tid Bits
• http://bit.ly/NPOWorkflow•External Web Site
• http://bit.ly/FormulaTips•Salesforce Help & Training
• http://bit.ly/AdvancedFormulas•Salesforce Help & Training
• http://bit.ly/SFDCTrainingOnline•Experienced Administrator
•Creating Formulas to Enhance Your Apps
• http://bit.ly/ilovewfTee•I Love Workflow tee shirts