Salesforce User Group Sessions

Please use the links below to register for upcoming donor management system user group sessions facilitated by W4Sight.  You must be a grantee of one of the sponsoring foundations in order to participate.  If you are eligible to register, you should have received an email from your funder. If you did not receive an email and believe you should have, please contact Debbie McCann at dmccann@w4sight.com.

​Please register for each session separately.  Each session is $20 per organization, and each nonprofit can bring two staff members.  Whenever possible, the person at your organization with responsibility for the topic should attend, along with person who is the system administrator of your database.

Thursday, Feb 23
​Major Giving and Grants Management

We will discuss strategies for starting a major giving program, and discuss how to configure Salesforce to keep track of your work.  We'll focus on tracking cultivation and solicitation for major gifts from individuals, as well as grants management from foundations and other institutions.  We will also discuss how Salesforce allows you to easily track follow up activities and deadlines, as well as monitor your pipeline.

Friday, Mar 17
Data Standards
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We will discuss challenges related to data upkeep and standardization as well as strategies to assist with data cleanliness. The types of tools we will cover as a strategy for maintaining data are: Validation rules, Formula Fields, Required Fields and Apps.



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Friday, Jun 23
​Reporting
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We will review key fundraising metrics that all nonprofit organizations should be prepared to provide to their executive staff and board.  In addition, we will review discuss consistent, reliable strategies for generating these statistics from the donor management system on a regular basis.


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