Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Jodie Miners uses the power of visualization with Salesforce Indicators to help a nonprofit manage their major giving process. Jodie also showcases Action Lists (a great way to utilize list views) and other visibility tips and tricks to streamline the process. Note: Although Jodie is showing functionality for a nonprofit, any org can use Salesforce Indicators. It’s fully customizable to fit in with your data points and requirements.
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