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Action Launcher

Salesforce Help Documentation

~10 mins
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Action Plans

Salesforce Help Documentation

~10 mins
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Actionable List Engagement

Salesforce Help Documentation

~10 mins
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Actionable List Members

Salesforce Help Documentation

~10 mins
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Actionable Relationship Center (ARC)

Salesforce Help Documenation

~30 mins
+400 points
Project

Fundraising Portfolios with Actionable Lists

Assign donors to fundraisers and manage relationships.

~1 hr 15 mins
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Actionable Segmentation

Salesforce Help Documentation

~10 mins
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Audit Trail

Salesforce Help Documentation

~10 mins
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Batch Management

Salesforce Help Documentation

~30 mins
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Business Rules Engine (BRE)

Salesforce Help Documentation

~1 hr
+4,900 points
Trail

Explore Business Rules Engine

Automate complex decision-making with lookup tables and expression sets.

~4 hrs 40 mins
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Compliant Data Sharing

Salesforce Help Documentation

~30 mins
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Securely Share Grantmaking Records

Salesforce Help Documentation

~5 mins
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Data Consumption Framework

Salesforce Help Documentation

~10 mins
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Data Processing Engine (DPE)

Salesforce Help Documentation

~1 hr 30 mins
+500 points
Project

Create Fundraising Rollups with Data Processing Engine

Automatically calculate rollup values with Data Processing Engine and Flow Builder.

~1 hr 30 mins
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Decision Explainer

Salesforce Help Documentation

~20 mins
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Discovery Framework

Salesforce Help Documentation

~1 hr
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Set Up Dynamic Assessments

Salesforce Help Documentation

~1 hr
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Document Tracking and Approvals

Salesforce Help Documentation

~45 mins
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Einstein Summary

Salesforce Help Documentation

~30 mins
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Events and Milestones

Salesforce Help Documentation

~30 mins
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Group Membership and Households

Salesforce Help Documentation

~1 hr
+500 points
Module

Stakeholder Management in Nonprofit Cloud

Manage individuals, households, organizations, and the relationships between them.

~1 hr 20 mins
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Person Accounts, Relationships, and Households

Salesforce Help Documentation

~1 hr
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Identity Verification

Salesforce Help Documentation

~1 hr
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Intelligent Document Automation

Salesforce Help Documentation

~30 mins
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Interaction Summaries for Note Taking

Salesforce Help Documentation

~20 mins
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Interaction Summaries

Salesforce Help Documentation

~20 mins
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Interest Tags

Salesforce Help Documentation

~30 mins
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Omnistudio

Salesforce Help Documentation

~6 hrs
+2,000 points
Trail

Get to Know OmniStudio

Provide guided experiences for Salesforce customers with the OmniStudio digital engagement suite.

~2 hrs 25 mins
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Omnistudio, Document Generation

Salesforce Help Documentation

~3 hrs
+400 points
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OmniStudio Document Generation Foundations

Simplify and automate document creation to streamline your sales process.

~20 mins
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Engaging with Prospects by Using Outreach List

Salesforce Help Documentation

~20 mins
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Record Aggregation

Salesforce Help Documentation

~30 mins
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Record Alerts

Salesforce Help Documentation

~2 hrs
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Service Process Studio

Salesforce Help Documentation

~1 hr
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View Events Using Timeline in Salesforce

Salesforce Help Documentation

~45 mins