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Programming Metrics in Salesforce
This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics.
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This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics.
Philanthropy Event
Resource
This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
Event
Join your United Philanthropy Forum peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge. PEAK Grantmaking will share their progress as a pledge signatory and how the Disability & Philanthropy Forum can support you on your organizational goals. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. We look forward to hearing your insights from your own organization's disability and inclusion journey.
Resource
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
Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Resource
During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
Resource
This is a recording of the KM Collaborative's demo on event-related email automation in Salesforce, led by Allison Jai O'Dell of The Funders Network.
Resource
During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.
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