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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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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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Post-Event Evaluations
This is a recording of presentations from the KM Collaborative's May 17, 2023 Office Hours.
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Programming Metrics in Salesforce
This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics.
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Building Formulas in Salesforce Demo
This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.