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Go Mobile with Your Moves Management Strategy

Learning Objectives

After completing this unit, you’ll be able to:

  • Identify tools that advancement teams can use remotely.
  • Understand how to use Salesforce mobile for agile donor management.

Advancement teams are frequently out of the office connecting with constituents, which is why it’s important to have tools that can go right along with them. Salesforce has a variety of solutions that can be used on the road or away from the standard desktop office setup.

Cloudy College’s major gift officers are traveling this week to meet up with the potential donors they've been building relationships with through the lead cultivation process. Let’s see how major gift officer Rachel Noble uses Salesforce mobile solutions to make the most of her trip.

Note

Note

Whether current circumstances allow for the traditional business travel or your team is remote right now and working from flexible locations, the tools introduced in this unit help you do your best work while away from the office.

Be Nimble with Lightning Mobile

Just as Lightning Experience has revolutionized Salesforce on your desktop, Lightning Mobile takes Salesforce above and beyond its previous limits on your mobile device. It’s platform agnostic, so whether you're Team iOS or Team Android, Lightning Mobile is for you. It also has offline functionality for those times when you can’t be connected to WiFi. Lightning Mobile is fully customizable, just like Salesforce Lightning Experience on your desktop. It’s also a completely free and easily accessible tool that’s available to every single Salesforce user.

Let’s take a closer look at how the Lightning Mobile can be helpful for the Cloudy advancement team. Rachel Noble is heading out on the road to meet with some potential donors. Since she won’t have access to an office while traveling, she’ll be relying on her phone. Lucky for Rachel, Cloudy’s Salesforce admin Nina Brown helped the major gifts team create a Lightning mobile app to support gift officers who are often away from their desks. Check out the components Nina included in the app.

Mobile app component

How it helps Rachel while she’s on the go

Contacts

Rachel has meetings with potential donors who have the power to contribute major donations to Cloudy College. While she's traveling, she can use the app to quickly find the Contact list view. This provides her with some important information about the people with whom she’ll be meeting.

Opportunities

Even though her focus is on these face-to-face meetings, Rachel also wants to keep track of her existing pipeline. The app gives her easy access to her open major gifts opportunities so she never misses a beat.

Reports

As she’s traveling and meeting with potential donors, Rachel also wants to keep an eye on the major gifts pipeline. She can do this with the reports component in the app.

Log a Call

Virginia wants to keep track of all activities completed by her gift officers, so she asks that all calls are logged consistently. The app makes it easy—Rachel can use the Log a Call quick action to enter details about any call she makes while on the road.

New Task

Rachel can also make note of any follow-up that she may want to do. For example, after a great in-person meeting, she wants to make sure she checks in with the contact on a video call one week later. In the app, she can create a task for herself to make schedule that call so it doesn’t slip her mind.

Email

When Rachel wants to send a quick thank you note to a potential donor after a meeting, she can do so right from the app.


While building the app, Nina asked gift officers which fields they find themselves navigating to most often. She then added those fields to the highlight panel, which moves them to the top of the interface. Rachel loves that when she’s viewing the app on her phone she can quickly see the most used fields- Contacts and Opportunities- without having to scroll.

The Lightning mobile app makes Rachel’s job so much easier when she’s traveling. Want to see a step-by-step for how to create your own custom mobile app? Check out the tutorial in the Alumni Engagement with Education Cloud module (it’s linked in the Resources section below).

Quick Actions Take it the Next Level

In the mobile app functionality chart above, there was mention of a quick action. Quick actions are customizable shortcuts that help you personalize your Salesforce app to fit your specific needs. Admins can pre-populate or limit the number of fields included in a quick action page layout. There are two types of quick actions: object-specific quick actions and global quick actions.

What’s the difference between the two? Object-specific quick actions let you create or update records for a particular object. Global quick actions are not tied to an object and can be put anywhere quick actions are supported.

2 column chart comparing Global Quick Action features to Object-Specific Quick Action features. Global Quick Actions create new records that have no relationship with other records, can be put anywhere actions are supported, and can be made visible using the Global Publisher layout. Object-Specific Quick Actions update object records, create object records that are automatically associated with related information, and can be made visible using the object's page layout


As Vice President of Advancement, Virginia Cook understands how many tasks her major gift staff are juggling when they’re out in the field. She asked Nina to create an object-specific quick action on the Contact object so major gift officers can quickly create a new donor report right from the contact.

Rachel loves the efficiency of the New Donor Report quick action. One of her other favorite global quick actions helps her manage tasks that come up while she’s on the road that will require follow-up once she’s back in the office. In these instances she uses her New Task quick action to add items to her to-do list in real time; anything she adds is logged as a to-do on her Salesforce task list and will be waiting for her when she’s home and ready to tackle it.

Salesforce Maps Takes You Far and Wide

Salesforce Maps is a tool you can use to map, well, anything! We know what you might be thinking—you’ve already got a maps app. We hear you, but Salesforce Maps is so much more than a map. It certainly provides the turn-by-turn directions all road warriors have come to expect. But it also provides check-in/check-out capabilities, as well as geo-fencing features that automatically track activities and mileage for seamless updates and expense reporting.

Salesforce Maps helps teams manage territories to ensure they have the right people in the right place at the right time. It also has the ability to save the day when you’ve got the right person in the right place at the right time, and something doesn’t go as planned. Let’s check back in with Rachel to see how she put Salesforce Maps to work when her travel schedule was thrown off track.

Rachel is just a few minutes away from her final meeting of the day when she gets a text saying the donor she planned to meet has to cancel due to a work emergency. Rachel drove 90 minutes to take this meeting so this last-minute change of plans has the potential to make her entire afternoon a bust. But then she pulls up Salesforce Maps to see if there happen to be any other potential donors in the area. Right away she can see there are six additional leads within a fifteen-mile radius of her location. Rachel starts reaching out and within the hour she’s scheduled a meeting with a Cloudy alum just ten minutes away from her original meeting place! Without Salesforce Maps, scheduling a new face-to-face meeting opportunity would have been nearly impossible.

Rachel meets with a prospective donor.

Just like Rachel, your advancement team can stay efficient and informed while on the go with tools that are built to keep up with the critical advancement work that happens outside of office walls.

Resources