Resource
Event-Related Email Automation in Salesforce
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 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
This is a recording of presentations from the KM Collaborative's April 20, 2022 Office Hours where KM Partners demo how to track speakers in Salesforce.
Resource
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
Resource
This is a recording of live demos from the KM Collaborative's June 16, 2021 Office Hours.
Resource
This is a recording of presentations from the KM Collaborative's May 17, 2023 Office Hours.
Resource
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.
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 peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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
In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.
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