How to Use Google Sheets to take Attendance with Salesforce, PMM, and Xappex
Taking attendance for your programs is notoriously time consuming for nonprofits, but it doesn't have to be!
In this video, I present a prototype of a tool for taking attendance in a Google Sheet and uploading resulting Service Delivery records, utilizing the third-party platform Xappex.
Step 1: Retrieve Service Session Id
Step 2: Retrieve Service Participants
Step 3: Take attendance in Google Sheets
Step 4: Push attendance records (Service Deliveries) into Salesforce