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Salesforce Key Process Series: Grants Management
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
Resource
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
Event
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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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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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
Resource
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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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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Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
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