Salesforce is replacing Siebel as our CRM and Event Management tool. What is CRM? CRM stands for Customer Relationship Management database to track and store contact info, accounts, donation opportunities, etc. This will allow us to effectively manage and analyze customer interactions and data as well as implement an event management solution that fully integrates with other core ACS systems and meets business needs.
For all business process related questions or issues, please utilize the "How can we help you?" search found at the top of the screen. If you are unable to find the answer please click "Ask Navi" to the right and ask your question or describe your issue.
Salesforce trainings have been assigned in Society Pathways based off of your job role. Please check Society Pathways for trainings and search 'Salesforce'.
To submit a BI Report Request(formerly DG & BI Report/BI Request), this includes reports for historical event data.