Resource
Managing Events in Salesforce
This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Location
Resource
This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
Resource
This document provides instructions for how to create a formula custom field to display a specific image determined by the value of another field.
Resource
This is a recording of the KM Collaborative's September 6, 2022 Office Hours call featuring the Intro to Salesforce Training.
Resource
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.
Resource
This is a recording of the KM Collaborative's 2023 User's Group Session: Website Analytics and Google Analytics 4.
Resource
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
Resource
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.
Resource
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.
Resource
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.