We just signed up for the free trial with Salesforce and I am learning how to customize the software to make it work for us. The first thing I came across is the need for funds, like you mentioned in your post.
Do you have any recommendations for training sites? I was able to create an object "funds" and I linked it to "Donations" but this is my first time doing anything like this and I am very unsure if I did it right and if the data will be usable in reports and searchable, etc.
Any links to more information on how to customize and use Salesforce for churches would be awesome!
Posted in: Salesforce for Church - Part II
Thanks for the article!
We just signed up for the free trial with Salesforce and I am learning how to customize the software to make it work for us. The first thing I came across is the need for funds, like you mentioned in your post.
Do you have any recommendations for training sites? I was able to create an object "funds" and I linked it to "Donations" but this is my first time doing anything like this and I am very unsure if I did it right and if the data will be usable in reports and searchable, etc.
Any links to more information on how to customize and use Salesforce for churches would be awesome!
Annika