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Management Tools and Practices
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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Move to State and Country/Territory Picklists
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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101 Communication Tools Resources
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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Drupal 7 Integration Troubleshooting Demo
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.
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Email Deliverability with Allison Jai O'Dell
These are the notes and recording from the 2021 Virtual KM Users Group session Email Deliverability with Allison Jai O'Dell.
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Best Practices for Onboarding and Training New Staff Resources
These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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Getting Started with Migrating Salesforce Automation to Flows
These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
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Sending Email from Salesforce
These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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Website Analytics 101 Through 201
These are the notes and recordings from the 2021 Virtual KM Users Group Website Analytics 101 Through 201 session.