Higher Education Advancement Group

Is anyone using Ascend on top of Salesforce? If so, what are you using for Events software and are you using CRM Analytics? T

Thanks,

Debbie 

We want to better understand the functionality/integration between Teams and Salesforce, especially as it relates to internal collaboration around prospects.  

Two notes:

1. We have seen the canned video demonstrations.  But we'd like someone who can potentially answer questions about how the platforms work together. 
2. Right now, we are more interested in the functionality of the systems working together. So, when I mention integration, I'm more focused on what will stay in our Salesforce instance, what will remain in Teams, and how that information will be shared across platforms.  We will worry about the technical components of integration once we know if it offers the functionality we need.

Is anyone willing to share their university interdepartmental donor privacy policy procedure with us?

We are crafting our policy and a sample would be helpful. 

How do you handle requests of access to the advancement database from other departments?