During this session we will highlight five of the most useful and flexible Salesforce Labs tools for nonprofit organizations that require minimal setup for maximum return! System administrators, fundraisers, case managers, and program officers alike will find immediate value in these solutions designed to help you work smarter on the Salesforce platform. Salesforce Lab solutions we will cover include:
– CMTD Enhanced Related List – create custom, filterable related lists that include only the records that you want to see
– Universal Timeline – visualize related records in an interactive timeline
– Record Hunter – create custom search boxes and display results
– Adding Multiple Related Records Flow template – search and select multiple records at once
– Magic Mover for Notes and Attachments – a must-have tool when migrating from Notes & Attachments to Files and Enhanced Notes
You can download the session slidedeck here.
