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Membership Metrics in Salesforce
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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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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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more!
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Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
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In this demo, Crystal Starr of SoCal Grantmakers showed us the improved job bank functionality using Drupal 9. Jobs are now a standard content type in our Drupal 10 Distribution (in Drupal 7 they were a custom content type).
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These are the notes and recording from the 2021 Virtual KM Users Group session Email Deliverability with Allison Jai O'Dell.
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These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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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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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
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