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Philanthropy + Policy Update: June 21, 2024
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for June 21, 2024.
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Membership Reports and Dashboards in Salesforce Demo
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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Event-Related Email Automation in Salesforce
This is a recording of the KM Collaborative's demo on event-related email automation in Salesforce, led by Allison Jai O'Dell of The Funders Network.
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Tracking Speakers in Salesforce
This is a recording of presentations from the KM Collaborative's April 20, 2022 Office Hours where KM Partners demo how to track speakers in Salesforce.
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Managing Prospects in Salesforce
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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Revisiting Data Quality Resources
These are the notes and recording from the 2020 Virtual KM Users Group Revisiting Data Quality session.
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Engagement Tracking and Scoring Resources
These are the notes and recording from the 2020 Virtual KM Users Group Engagement Tracking and Scoring session.
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Data Quality Demos: Data Repair Operation and Revamping Engagement Data
This is a recording of live demos from the KM Collaborative's June 16, 2021 Office Hours.
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Engagement Data: Beyond Transaction
This resource includes the agenda, notes, and recording from the 2022 KM Virtual Users Group session Engagement Data: Beyond Transaction.