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Intro to Salesforce Training
This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.
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This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.
Philanthropy Event
Philanthropy Event
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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
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This documentation provides instructions on how to handle the Salesforce Critical Update called Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile.
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This document provides instructions for how to create a formula custom field to display a specific image determined by the value of another field.
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United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.
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