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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.

This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session. 

This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.

This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.