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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.
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This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
Event
The Philanthropy + Policy Institute is designed to cultivate and reinforce the public policy skill set of PSO leaders, staff, and their foundation members, uplifting a strategic and collective approach toward advocacy, public policy, and government relations.
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The convening of the 118th Congress provides the Forum with an opportunity to build on a renewed focus of its public policy work over the next two years. To that end, the Forum has developed six public policy principles that will guide our work during that time.
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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.
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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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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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