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Salesforce Key Process Series: Managing Sponsorships
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 Office Hours from May 6, 2020 featuring two demos from KM Partners on Sponsorships.
Resource
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.
Resource
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.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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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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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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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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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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