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Using Email Templates and Template Builder in Salesforce
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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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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This is a recording of a live demo from the KM Collaborative's October 28, 2020 Office Hours.
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This is a recording of the KM Collaborative's September 16, 2020 Tips and Tricks for Salesforce Admins training session.
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This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
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This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.
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This is a recording of the KM Collaborative's June 17, 2020 Grants and Memberships in Salesforce training session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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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 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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The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.
Check out our Electric Embers resource for more general information about the listserv product and to take advantage of the Forum's group pricing.
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