A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?
To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:
Identify the Sandbox Preview Period:
Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.
Refresh a Preview Instance Sandbox:
During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.
Verify the Sandbox Instance:
Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.
Test New Features:
Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.
Use the Release Notes and documentation provided by Salesforce to guide your testing.
This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.
Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.
Javier
3 months agoKeneth
3 months agoClay
3 months agoAlline
4 months agoLamonica
4 months agoBeckie
4 months agoLorean
4 months agoElvera
4 months agoKasandra
5 months agoLayla
5 months agoEmerson
5 months agoDevorah
5 months agoCeleste
5 months agoAlesia
5 months agoVal
5 months agoCurt
10 months agoShawn
10 months agoLettie
8 months agoWilson
8 months agoPhillip
9 months agoKimi
10 months agoJamal
9 months agoDexter
9 months agoAntonette
9 months agoXuan
10 months agoKimberely
11 months agoQueen
9 months agoGeoffrey
9 months agoJulianna
11 months agoKeneth
11 months ago