Automate the Creation of Tasks

    Salesforce allows you to automate the creation of tasks based on a certain set of criteria (i.e. you can set a rule that someone will receive a task to follow up with a constituent a few days before their pledged donation). By using workflow automation, you can further this automation to actually automate some of your processes, relieving work from your staff, allowing them to focus more on growing your non profit organization.

    For more information on Workflow Automation, please see the User Guide.

    Automate the Creation of Tasks
    Tasks, Calendars & Communications