Skip to content
Gallery
My NPSP Portfolio: Becca Davis
Becca Davis: Nonprofit Cloud Portfolio
NPSP Project Overview
Data Design and Setup
Backend Configuration
Formulas and Automation
Add-Ons
More
Share
Explore
Formulas and Automation

icon picker
Automation & Reports

Email Automation

I created a record-triggered flow to automatically send an email alert every time an opportunity is created or updated and meets the conditions of closed won. A flow is a simple way of automating actions in Salesforce without using code.
⁠
Flow.jpg
⁠
⁠

Reports

Salesforce offers robust reports. I have created several report templates that the Coalition staff can easily access via the “Reports” tab:
⁠
Reports.jpg
⁠
⁠

⁠
Next: Add-Ons
⁠
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.