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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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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).
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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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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 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 July 6, 2022 Office Hours call featuring VP of Knowledge Services, Val Rozansky. In this demo, Val presents some Drupal 7 customizations that made our lives easier including setting up in-person and virtual events, how to capture comments on any piece of Drupal 7 content, and developing an opportunity hub in Drupal.
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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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This is a recording of the KM Collaborative's 2023 User's Group Session: Website Accessibility.
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This is a recording of the KM Collaborative's 2021 User's Group Session: Slowing Down for Data Stewardship
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This is a recording of a live demo from the KM Collaborative's October 28, 2020 Office Hours.
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