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Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Resource
In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.
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We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution.
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We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos of Salesforce integrated form/survey tools.
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