Real-world Salesforce Visual Workflow for a nonprofit
Judi Sohn
OCTOBER 13, 2012
As it’s a synagogue, I’ve also built out additional functionality around Yahrtzeits (memorials), High Holiday pledges, High Holiday ticketing, Membership and Hebrew School enrollment. I created a ScreenSteps document to show them step-by-step how to enter a new contact/household and distributed the PDF via email.
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