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Salesforce Key Process Series: Grants Management
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.
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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
Join us for our next communications peer community call, focusing on strategies and best practices for developing annual reports! This conversation invites PSO communications professionals from across our network to explore innovative approaches, trends, and new ways of developing annual reports. Whether you're a seasoned communications expert or new to the field, this interactive session offers a valuable opportunity to learn from your peers, share insights, and gain inspiration for your organization's annual reporting journey. We'll share examples of some of the best annual reports we've seen in the sector, discuss alternatives to developing full annual reports, discuss the elements of what makes a good report, and discuss strategies for developing reports in-house vs. contracting the work outside of your organization. Don't miss this chance to elevate your annual report strategy and learn from other communications professionals across the Forum network!
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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.
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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.
Event
Join your communications peer community colleagues for a round-robin discussion about the use of artificial intelligence (AI).
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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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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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