Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

Five fundraising metrics using Campaigns in Salesforce

If you're using Salesforce to track donations, you can generate plenty of helpful fundraising metrics. These can be done across your organization and per fundraising campaign. We'll focus on five common and critical metrics in this post.

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Profile access to create new Campaigns in Salesforce

Here's a little tip for anyone scratching their head over why they don't have access to creating new Campaigns in Salesforce even if they are full System Administrators for a Salesforce instance.

If you're not seeing the New button when viewing Campaign tab, it could be as simple as checking a box on your profile.

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