Customize Donation Tracking in Salesforce

September brings a change of seasons in more ways than one.  For fundraisers, the summer of planning is over and end-of-year fundraising begins. As part of this transition, Forcify.me is happy to release two new videos for the fall that help nonprofits customize how donations are tracked in Salesforce.

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  1. Customize Donations in Salesforce
  2. Donation Types in Salesforce

If you need a starter on donations in Salesforce, watch our overview tutorial, Managing Donations in Salesforce.

In other news, Jackson River (the creators of Forcify.me) will be hosting a booth at Dreamforce.  We'd love you to stop by and meet the team behind the leading nonprofit training resource in Salesforce.  If your website is on Drupal, let's talk about Springboard, the online fundraising and marketing platform for Drupal and Salesforce.

As a reminder, during our extended beta period Forcify.me is available at no charge to nonprofit organizations so tell your friends and colleagues!  We would love to hear your suggestion for a future video so please recommend a topic.