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Webinar on Demand

Build Custom Objects for Program Management

Each nonprofit’s mission is unique, but with Salesforce’s highly configurable and customizable platform, you can manage your mission critical programs and services in one place and gain a complete view of your client interactions.

In this webinar recording, we will share best practices for mapping your program structure to Salesforce and demonstrate ways you can use point-and-click tools to create custom objects, apps, and automations that help your team manage programs and deliver services.

  • Learn strategies for mapping out your program processes.
  • Learn what Salesforce products and features are available to support program intake, day-to-day program management, and reporting on outputs and outcomes.

This webinar recording is targeted to Admins and those interested in this session should have a basic knowledge of Salesforce (introduced in the Salesforce Fundamentals for Nonprofits webinar).

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