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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