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Create Next Year's Membership Opportunity Salesforce Flow

October 2022

This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.

Source:
United Philanthropy Forum

Salesforce Flows 301

August 2022

This is a recording of the KM Collaborative's August 3, 2022 Office Hours call featuring Fiona Rosenthal of NorthPeak. In our third and final session of the Salesforce flows series, Fiona covered creating more complex flows that included using advanced logic, decision elements, loops and multiple actions.

Salesforce Flows 201: Converting Workflows

July 2022

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.

Drupal 10 Jobs Bank Demo

July 2022

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).

Source:
Forum Member

Drupal 7 Customizations That Made Our Lives Easier

July 2022

This is a recording of the KM Collaborative's July 6, 2022 Office Hours call featuring VP of Knowledge Services, Val Rozansky. In this demo, Val presents some Drupal 7 customizations that made our lives easier including setting up in-person and virtual events, how to capture comments on any piece of Drupal 7 content, and developing an opportunity hub in Drupal.

Source:
United Philanthropy Forum

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