Bootcamp PLUS: Advanced Reporting with Salesforce and Form Assembly with Salesforce

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When:
December 16, 2016 @ 9:00 am – 4:00 pm
2016-12-16T09:00:00-05:00
2016-12-16T16:00:00-05:00
Where:
501Partners
164 Canal Street
Cost:
$99
Contact:
501Partners
9782329200
Bootcamp PLUS: Advanced Reporting with Salesforce and Form Assembly with Salesforce @ 501Partners

Salesforce Advanced Reporting: MORNING SESSION

Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Advanced Reporting I workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

-Leave with the confidence and knowledge to:
-Create and Run Commonly Used Reports/Charts
-Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
-Build simple reports
-Create Charts
-Create and Run Tabular and Summary Reports
-Manipulate Mailing Lists: Exporting Data to Excel
-Export to Campaigns
-Create Dashboards


Form Assembly with Salesforce: AFTERNOON SESSION

Find out why Form Assembly is one of the most effective and useful Salesforce-integrated apps for building forms and surveys for web and email. Form Assembly does more than just dump data into Salesforce, it recognizes when a Contact or Account already exists, avoiding duplication.

Leave with the confidence and knowledge to:
Open a Form Assembly account
Integrate Form Assembly with your Salesforce instance
Create both single and multiple page forms
Create a simple one-object form and multiple object forms
Avoid data duplication
Customize the response page
Use if-then logic to direct content to different users
Use Form Assembly’s prefill connector to allow users to update their own data within Salesforce