Hi There - are there NPOs out there that use Salesforce to generate Direct Mail Segments? What are you using? Looking to implement something for a 10-50k piece per mailing company and wondering if anyone out there has found a good solution before I start developing something?
@Fundraising@Nonprofit Success Pack@Salesforce.org System Administrators7 respuestas
Hey @Dustin Pitts ,
Coming back around to this topic, saw your latest article in the series (
http://www.salesforce.org/nonprofit-direct-mail-salesforce-part-3-deal-source-codes/) great info! Just to confirm what I'm suspecting - those Source Code fields are custom fields?
Aside from the formula to pull the Direct Mail campaign source code into the Segment campaign fields, are there any other behind the scenes formulas or workflows you're using?
