July 2022 – Salesforce IINE All Staff Training
Primary Contacts, Account Owner, Account Affiliations
How to read: Major Gifts Dashboard (Institutions)
Changing Opportunity fields (primary campaign, solicitor, pledge date, etc.)
SMS Magic Overview
How to use Dataloader.io to bulk update records (ADMINS ONLY)
Checking on contact email subscriptions
Monthly reconciliation report (Finance)
iWave Users and Salesforce