Salesforce Flows 201: Converting Workflows
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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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.
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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).
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.
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.
This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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