Resource
Building Formulas in Salesforce Demo
This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Resource
This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
Resource
2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
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.
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.
Resource
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
Resource
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
Resource
This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos of Salesforce integrated form/survey tools.
Resource
In this demo, Crystal Starr of SoCal Grantmakers showed us the improved job bank functionality using Drupal 9. Jobs are now a standard content type in our Drupal 10 Distribution (in Drupal 7 they were a custom content type).
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.