Resource
Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Resource
This is a recording of the KM Collaborative's June 17, 2020 Grants and Memberships in Salesforce training session.
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This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
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This is a recording of the KM Collaborative's Office Hours from May 6, 2020 featuring two demos from KM Partners on Sponsorships.
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This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
Event
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more!
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Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
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