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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.
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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.
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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.
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During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
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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.
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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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