How to track board members in Salesforce NPSP | Salesforce Lightning
Board members are an essential part and the biggest champions for any nonprofit. In this video, I will show you how you can track board member participation and giving in Salesforce NPSP.
You will learn how to:
1. Track board participation including roles, start and end dates, and status
2. Track board committee participation
3. Track board giving each year and over multiple years
This tutorial focuses on the Salesforce Lightning Experience.
Check out the other NPSP Series videos here: • Add a new donor and donation | Salesf...
Check out the Salesforce NPSP documentation here: https://powerofus.force.com/articles/...
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Watch video How to track board members in Salesforce NPSP | Salesforce Lightning online without registration, duration hours minute second in high quality. This video was added by user Signiforce 05 February 2019, don't forget to share it with your friends and acquaintances, it has been viewed on our site 2,704 once and liked it 45 people.