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Salesforce Flows 201: Converting Workflows
In this hands-on session, Fiona Rosenthal from North Peak demonstrates how to use Salesforce's Migrate to Flow Tool for moving a Workflow Rule to a Flow.
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In this hands-on session, Fiona Rosenthal from North Peak demonstrates how to use Salesforce's Migrate to Flow Tool for moving a Workflow Rule to a Flow.
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This is a recording of the KM Collaborative's June 15, 2022 Office Hours call featuring a demo from Fiona Rosenthal, our partner at North Peak. Kim Snipes and Fiona joined us for a hands on training to demonstrate how to create a flow that updates the Opportunity Name field based on the Opportunity record type.
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This is a recording of the KM Collaborative's August 3, 2022 Office Hours call featuring Fiona Rosenthal of NorthPeak. In our third and final session of the Salesforce flows series, Fiona covered creating more complex flows that included using advanced logic, decision elements, loops and multiple actions.
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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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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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Find out how to seek support as a KM Partner using our variety of resources.
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This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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