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Creating Salesforce Reports and Dashboards Training
Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
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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 agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
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This is a recording of the KM Collaborative's July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
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This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.
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This resource contains the release notes and instructions for upgrading to version 4.807 of the Forum's Salesforce Package, as well as a recording from the August 11 Office Hours call.
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This is a recording of the KM Collaborative's Office Hours from May 13, 2020 featuring a joint demo from two KM Partners on Events and Event Registration.
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This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.
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