An Introduction to Categorizing Contacts in Salesforce for Nonprofits - Salesforce Foundation
- Jodie Miners
Owned by Jodie Miners
Last updated: Apr 12, 2015Version comment
Most organizations have a need to group Contacts together based on common interests, activities, or role. Learn how to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
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