I work for a nonprofit and we use the lightning version of SF.
I am trying to figure out the steps to assign a Gift Office to a Donor so that the Gift Officer can create a pool of assigned donors.
Thank you
Bill
1 risposta
Hi there,
Check this link:
https://onetenth.consulting/blog/2017/12/28/high-touch-fundraising-in-salesforces-npsp
Thanks
