Resource
Using Dataloader.io for Salesforce Demo
During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
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During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
Event
Join your communications peer community colleagues for a round-robin discussion about the use of artificial intelligence (AI).
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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos of Salesforce integrated form/survey tools.
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Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
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These are the notes and recording from the 2021 Virtual KM Users Group session Email Deliverability with Allison Jai O'Dell.
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The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.
Check out our Electric Embers resource for more general information about the listserv product and to take advantage of the Forum's group pricing.
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