Skip to main content

Search

Search Tip: Search with " " to find exact matches.

Resources Search

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.

Managing Prospects in Salesforce

July 2022

This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.

Source:
Forum Member

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

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.

© 2024 United Philanthropy Forum. All Rights Reserved.

X

Sign In

Not a Member? Join the Forum to help increase philanthropy’s impact.