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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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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 resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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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 September 6, 2022 Office Hours call featuring the Intro to Salesforce Training.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's 2020 User's Group Session: Tips and Tricks for Salesforce Admins
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This is a recording of the KM Collaborative's Drupal 7 Event Registrations training, led by Courtney Moore, in June and July 2020. This training is part of the annual training series available to active KM Collaborative participants and includes two parts. The first part contains three of the five required steps to configure event registrations, and the second part includes the remaining two steps.
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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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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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