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The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.

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.

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.

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).