Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
Salesforce offers a "SendListEmails" button for sending emails to multiple Leads, Contacts and Campaign Members. However, this feature isn’t available from the Case list view.
Our volunteers have solved this challenge using Apex and Visualforce pages with custom labels.
In order to build this in your own Salesforce Instance you must first build and test the code in a sandbox environment, then promote the change into the production environment.
To perform this activity system administrator access is required as a prerequisite.
Click here to print the step-by-step guide prepared by Selvazhaki Govindarasu, June 2023.
