20 Salesforce Flow Use Case - Reminder on the Gift Transaction Due Date

Описание к видео 20 Salesforce Flow Use Case - Reminder on the Gift Transaction Due Date

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To practice the Use Cases in this course, you will need a Salesforce Nonprofit Cloud org, you can get one by signing up for a trial account on:
https://www.salesforce.com/nonprofit/...

A couple of steps you will need to take after:
1- Setup then Fundraising Settings then Enable Fundraising (if not enabled already)
2- Assign Permission Sets and/or Permission Set Groups where there is the keyword "Fundraising" is used to your user.

I publish content about Salesforce Nonprofit Cloud and Salesforce Flows, particularly for Nonprofits

Join me to learn at your own pace and build the skills to support your nonprofit’s mission with confidence.

Want to automate a Salesforce process? Email me
[email protected]

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Learn more about Salesforce Flows, check out my blog
https://www.swift-cloud-solutions.com...

Your source of truth, the official Salesforce Help Documentation
https://help.salesforce.com/s/article...

The official learning center from Salesforce, Trailhead
https://trailhead.salesforce.com/cont...

Join the Salesforce Nonprofit community on Trailblazer Nonprofit Hub
https://trailhead.salesforce.com/trai...

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