This page collates all the resources for how to manage and track donor trips in Salesforce.

Why are we using Salesforce to track and manage donor trips?

• To run reports on number of trips, trip participants etc.

• Manage upcoming trips

• Consolidate information around information packets, timings and who is coming

Directory of Resources

1. User Guide of managing donor trips in Salesforce

2. List of donor trips

3. Creating a campaign record - downloadable video

4. Managing Campaign Member Status' - downloadable video

5. Adding Campaign Members - downloadable video

6. Managing Campaign Members - downloadable video

7. Tracking multiple program/site visits - downloadable video