Recent Updates
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Updated on: Feb 16, 2022
Reports Basics
Manual Reports -
Updated on: Feb 15, 2022
Add Seminar Readings
Manual Managing Seminars -
Updated on: Feb 15, 2022
Seminar Checklist
Manual Managing Seminars -
Updated on: Feb 08, 2022
Special Events and Special Event Attendees
Manual Managing Seminars -
Updated on: Jan 31, 2022
Create a new Affiliation between a Contact and an Organization
The Organization Affiliation record links together Contacts and Organization records. To create this connection, remember that both the Contact and the Organization records need to already exist.
See the official Salesforce NPSP documentation here:
https://powerofus.force.com/articles/Resource/NPSP-Add-and-Manage-Organization-Accounts#!#Create%20or%20Modify%20Affiliations
Manual Learn about Standard Objects -
Updated on: Jan 31, 2022
Create a new Relationship between two Contacts
Use "Relationships" on Contact records to link together two contacts and specify their relationship.
See the official Salesforce NonProfit Starter Pack documentation here: https://powerofus.force.com/articles/Resource/NPSP-Creating-New-Relationships
Manual Learn about Standard Objects -
Updated on: Jan 31, 2022
Notes & Attachments
Most records will have a Notes & Attachments section where you can upload a file or create a new note.
Attachments can be seen by anyone who has access to the record.
Notes have a "Private" option which only allows you to see the note.
Manual Navigating Salesforce -
Updated on: Jan 06, 2022
Record Owner
The record owner determines who can see and edit a record, based on their security settings. By default, record ownership is assigned to the user who creates a record, but record ownership can always be transferred, depending on privileges.
Manual Navigating Salesforce -
Updated on: Jan 05, 2022
Switching between Classic and Lightning
Manual Navigating Salesforce -
Updated on: Dec 07, 2021
Send an Email through Campaign Monitor
This option is meant for mass emails to a whole program or the AGLN at large. It can also be used for larger customized email lists, like those for nominations. It does not allow you to CC other people on each email, but DOES allow you to track open rates and other statistics!
Manual Sending Emails