Documentation & Templates
Check out these documents to help along your Salesforce journey:
Salesforce Master Onboarding Document (Updated 9/21/2017 - This is valuable during your implementation phase)
Chapter Configuration Worksheet (UPDATED 4/28/16)
Mail Chimp Integration Instructions
Year End Receipt Report Instructions (NEW 1/13/16)
Year End Gift Statement (NEW 1/13/16)
Email Receipt Work Flow (NEW 4/6/2016)
To access a copy of the monthly or the year-end receipt templates, contact Jon Steen at the National Office.