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Intro to Salesforce Training

September 2023

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

Post-Event Evaluations

May 2023

This is a recording of presentations from the KM Collaborative's May 17, 2023 Office Hours.

Create Next Year's Membership Opportunity Salesforce Flow

October 2022

This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.

Source:
United Philanthropy Forum

Salesforce Flows 301

August 2022

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.

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