Geovanna Evangelista presented these tips and tricks for nonprofits using Salesforce in Wellington at the first ever Wellington Nonprofit User Group recently. Join us at https://trailblazercommunitygroups.com/ for fun upcoming events!

1. Welcome Wellington Trailblazers….

2. Trailblazers, Together

3. Geovanna Evangelista – NonProfit Lead Solution Engineer
gevangelista@salesforce.com
Trudy Price – NonProfit & Education Account Executive
trudyprice@salesforce.com
Meg Dismer– ESMB NonProfit Account Executive
mdismer@salesforce.com
Melanie Valdes - ANZ Business Lead
mvaldes@salesforce.com

5. Over Twenty Years of Giving Back
Grants
$310M+Volunteer Hours
4.5M+ Nonprofits & Education
45K+
9K+ companies
have joined

6. Tips & Tricks
Tools to help you transition seamless to Lightning!
Top 5 most used features in Lightning

7. Lightning Transition Resources
Explore the Lightning Experience Transition Topic in the Power of Us Hub
• Links to upcoming webinars and events
• One-stop-shop for nonprofit and education organizations
Apply for a Pro Bono Project
• Matched with a Salesforce employee
• 10 - 20 hour pro bono project
• Apply at salesforce.org/probono
Customers with Premier Success
• Check out these Accelerators
The Real Important Ones!
Run your
Lightning Ready
Report
Footer

8. Top 5 Most Used
Features in Lightning!
READY?

9. ● Key fields that staff can complete before
moving to the next stage in the process
● Best practices
● Words of encouragement to keep your staff
pumped
● Links to relevant Chatter posts
● Policy reminders
Trailhead
Module
Path & Workspaces
Guide your staff with helpful assistance
1. Path

10. Using Update Action to present information
from a Related Record on a Lightning Page by
using the Related Record Component.
For example: Updating the donor’s
information from the donation record!
Steps by Steps Instructions
Updating Related Record Information with out
leaving the page
2. Update Action

11. Dynamic Lightning Pages
Control when a component appears on a Lightning
page by adding filter conditions and logic to its
properties in the Lightning App Builder.
Component Visibility Based on Form Factor
set a component to display exclusively when its
page is viewed in a specific experience, such as a
phone or a desktop.
Emojis on Tabs
Making work a little fun!
3. Lightning Component Filter & Emojis on Tabs

12. Build Fast:
Build Lightning apps, pages, and components
once, then make them available on desktop,
mobile, or both!
Build Custom:
Use Lightning tools to tailor experiences for
your mobile users, whether you create a
mobile-only experience or simply hide
components that don’t make sense for mobile.
Empower Users:
Put users in control of their workflows with
desktop navigation personalisations that sync
with mobile.
4. New Salesforce Mobile App

13. Learn In-Demand Skills
Business, tech, and soft skills
Introducing Trailhead GO
Mobile App for Trailhead Exclusive
to iPhone and iPad
Head over to the App Store and
download it today.
Empowering everyone to learn for free
5. Skill Up with Trailhead