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Kathryn Puzzanghera (Arkus, Inc.) 님이 #Automation에 질문했습니다

We are new to Salesforce and we are integrated with the fundraising platform Rallybound. We would like to know what the best way is to automate tracking of donor to participant relationships. We know that people who donate to a friends campaign probably do not want to be solicited directly (and our donors don't want us soliciting their friends), but we also have our regular donors donating through the same platform. We'd appreciate any advice about how other organizations handle this problem.

@Fundraising@Nonprofit Success Pack
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