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Salesforce Key Process Series: Membership Dues
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 Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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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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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 July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.
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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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During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.
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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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