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Creating Salesforce Flows 101

June 2022

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.

Sending Email from Salesforce

May 2022

These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.

Source:
United Philanthropy Forum

Tracking Speakers in Salesforce

April 2022

This is a recording of presentations from the KM Collaborative's April 20, 2022 Office Hours where KM Partners demo how to track speakers in Salesforce.

Deactivating Salesforce Users

April 2022

This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.

Source:
United Philanthropy Forum

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