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Tips and Tricks for Salesforce Admins
This is a recording of the KM Collaborative's September 16, 2020 Tips and Tricks for Salesforce Admins training session.
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This is a recording of the KM Collaborative's September 16, 2020 Tips and Tricks for Salesforce Admins training session.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Website Analytics and Google Analytics 4.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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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).
Event
During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.
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A collection of sample PSO financial policy guidelines for reserve funds.
Philanthropy Event
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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).
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