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Last active May 14, 2019 11:56
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Campaign Setup Steps
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README.md

Grassrootz Setup Steps

  • Create a campaign at Grassrootz

This will ensure the campaign is pushed to Salesforce. At this point, you will need to configure your campaign. Navigate to the newly created campaign in Salesforce.

  • Rename the campaign if so desired.
  • Configure the Start and End dates for the Campaign
  • Configure the Accounting details and other mandatory fields
  • Configure the GAU Allocations
  • Push donations through Grassrootz and review in Salesforce
    • Look at the campaigns, contact and opportunity records.
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