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Salesforce Flows 201: Converting Workflows with Migrate to Flow Tool
In this hands-on session, Fiona Rosenthal from North Peak demonstrates how to use Salesforce's Migrate to Flow Tool for moving a Workflow Rule to a Flow.
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In this hands-on session, Fiona Rosenthal from North Peak demonstrates how to use Salesforce's Migrate to Flow Tool for moving a Workflow Rule to a Flow.
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This is a recording of the KM Collaborative's June 15, 2022 Office Hours call featuring a demo from Fiona Rosenthal, our partner at North Peak. Kim Snipes and Fiona joined us for a hands on training to demonstrate how to create a flow that updates the Opportunity Name field based on the Opportunity record type.
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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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This is a recording of the KM Collaborative's September 6, 2022 Office Hours call featuring the Intro to Salesforce Training.
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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.
Allison shared automations that rely on changes to the Campaign Member Status to trigger emails to event participants and staff. The goal is twofold: (1) for event participants to receive their registration information as quickly as possible, and (2) reduce the burden on staff to coordinate this communication.
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This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos from Allison Jai O'Dell of The Funders Network, Jackson Braghieri of Philanthropy Northwest, and Bill Corkill of Council of Michigan Foundations. Allison, Jackson, and Bill shared different use cases for which their PSOs employ an integrated Form/Survey tool. Bill and Allison demoed FormAssembly and Jackson demoed Formstack. Watch the demos and check out the collaborative notes below to see the innovative approaches Allison, Bill, and Jackson are implementing at KM Partner organizations for things like evaluation, grant applications, peer community signup, and so much more.
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This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.
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