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Salesforce Key Process Series: Membership Dues
This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.
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This resource contains the release notes and instructions for upgrading to version 4.807 of the Forum's Salesforce Package, as well as a recording from the August 11 Office Hours call.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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This is a recording of the KM Collaborative's 2020 User's Group Session: Grants and Memberships in Salesforce
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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 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 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 July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
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