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Preview: Outreach SalesForce

Outreach SalesForce

Updated: 2016-11-06T12:25:24.650-08:00




Worth looking at Appexchange. I found some realy great add-ons.

using email templates in SF (for mass mailings)


anyone have any good tips?

Householding for non-profits


I'm not a programmer in SF (yet?), but saw this and thought it might be interesting. It's from Scott Anderson of ONE/Northwest.

There's a PDF you can download with instructions for setting up householding for non-profits. Looks great. Now, if Hudi wants to let me under the hood of the car, maybe I can figure out what this means. :-)

Andy in DC

Login made quicker!!


Great Tip!
To have your web browser open to your SF home page (without having to always input your username and password)
Follow these instructions:
Make the SF login page one of your favorites.
Go into your favorites folder, right click on the SF page, click on properties.
On the URL copy this formula but remember to input your own details
any problems - just post them!

Free for Non-Profits


I just wanted everyone to know that Campaigner for SF by GOT now offers to Non-Profits 10 free licenses or up to 5000 emails per month, and 10% off total monthly bill.
You can find out more at

hello team


I am following up re keeping SF alive - keep dovening...



For all SF users,
you may be very interested to learn about a great tool someone just pointed out to me. You can do mass emailings to an excel file (which means you can email a campaign just by exporting it) using 'merge fields' so that your email is personalized to each contact. You can include merge fields like your campaign_name so that your email can say "Hi {first_name}, hope you enjoyed the {campaign_name}! Hope to see you again, {contact_owner}.
Simply open word, create your email, go to tools, letters and mailings, mail merge, choose email messages and follow the wizard (going to browse when it asks you for recipients)
Good Luck

How to log a campaign as a regular user


(This could be tremendous!)

I recently started using Campaigns but the general users (non administrators) cannot CREATE new campaigns - is this normal?

Welcome To Outreach SalesForce


I'm happy to welcome the Jewish Outreach Community of SalesForce Users. Please Share your Ideas and help out someone with your ideas and experience.
Houston Rabbi