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Best Practices for Managing Salesforce Duplicates
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 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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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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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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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 2023 User's Group Session: Knowledge Management and Racial Equity
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This is a recording of the KM Collaborative's Office Hours from May 13, 2020 featuring a joint demo from two KM Partners on Events and Event Registration.
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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 is a recording of the KM Collaborative's 2023 User's Group Session: Website Analytics and Google Analytics 4.
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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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