When you hold a special event – a fundraiser, volunteer recognition, or conference – you want your organization to shine. Let Salesforce help you track attendance, donors, and activities in the most efficient way possible and give you time to schmooze. This Bootcamp PLUS covers native Salesforce tools like Campaigns as well as third-party apps. We will demonstrate well-known tools, including Click and Pledge Events and Eventbrite, and discuss their relative advantages. We will also walk you through the steps to install the free Eventbrite connector, so that the data you collect online will flow seamlessly into your Salesforce instance.
Leave with the confidence and knowledge to:
Use Salesforce with third-party apps for event management
Use Click and Pledge Events
Install the Eventbrite Connector
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS workshop DIY Salesforce Data Migration Sign up for one or both workshops!