
I'm mostly worried that the Excel file won't match up nicely with what information Salesforce needs. We do a few different fundraising campaigns as well so I'm hoping I can create those campaigns and organize the Crowdrise document to match up properly when imported in Salesforce.
@Fundraising@Nonprofit Success Pack@Nonprofit Reports & Dashboards@Salesforce.org System Administrators7 respostas
Free for non profits. It's an app that installs into your Salesforce instance. See here: https://apsona.com/pages/sfdc/nonprofits.html