Sydney Salesforce NFP user group july 2011

Kevin Akermanis

Sr. Sales Engineer

But you’d like to be here:You’re working here:

Why bother with Formula Fields and Workflows?

Example Formula Fields

•Total Donation Amount

• Largest single donation

• First donation date

•Most recent donation date

•Total number of donations

Example Workflows

•Task•Reminder to Contact Next Year

•Email•Send a Thank You Note

• Field Update•Change Donor Status

•Outbound Message *

Other Tid Bits

• http://bit.ly/NPOWorkflow•External Web Site

• http://bit.ly/FormulaTips•Salesforce Help & Training

• http://bit.ly/AdvancedFormulas•Salesforce Help & Training

• http://bit.ly/SFDCTrainingOnline•Experienced Administrator

•Creating Formulas to Enhance Your Apps

• http://bit.ly/ilovewfTee•I Love Workflow tee shirts