This training delivered September 15, 2016 will help you understand how to do some advanced administration involving: Public Groups and Sharing Rules, Salesforce1 Quick Actions, Dependent Picklists, Email to Salesforce, Workflow Rules and Creating Backups of your data.
North Peak brings together two of Brian’s great passions: supporting nonprofits and operational excellence. Early in his career Brian worked at a CRM software company, for a CRM consulting firm and as a CRM administrator for an early cloud computing firm; all formative experiences that created a vision for how CRM tools can emblazon organizations to be more effective with their limited resources. Brian has spent the last 12 years working exclusively with nonprofits, helping them succeed through integrated technology solutions using website, CRM, email, advocacy, online donations, and other tools with Salesforce at the core.
Brian lives in San Diego with his wife and children, and sneaks out to go surfing whenever the opportunity presents itself.