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Taproot Foundation
Session Overview
We are currently using the Salesforce/SurveyMonkey integration and I would like to understand capabilities and risks associated with auto-creating/updating Accounts and Contacts in Salesforce based on information coming in on SurveyMonkey forms.
Nonprofit Overview
Taproot Foundation, a national nonprofit, connects nonprofits and social change organizations with skilled volunteers through pro bono service. Taproot's mission is to create a world where organizations dedicated to social change have full access—through pro bono service—to the marketing, strategy, HR, and IT resources they need to be most effective.
Skills
Crm
Salesforce