11/15/23

Updating Salesforce Records While on the Go

Many nonprofit professionals and fundraisers who work in the community find it challenging to update Salesforce contact and account records while on the go. Did you know Salesforce has a mobile app to make adding notes, tracking meetings, setting reminders and viewing donor profiles a snap? Check out this video for a quick demo of the mobile app.

Previous

Is Your Email Provider & Salesforce Sending Info To & Fro?

Next

Export Your Entire Database in Under 2 Minutes