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The New Forum Website: Part I

May 2024

This is a recording of KM Office Hours on 5/1/24 where we explored the new Forum Drupal 10 website and our internal process.

Salesforce Reports and Dashboards Demo

April 2024

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. 

Using Dataloader.io for Salesforce Demo

March 2024

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.  

Using Email Templates and Template Builder in Salesforce

November 2023

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

Source:
United Philanthropy Forum

Intro to Salesforce Training

September 2023

This is a recording of the KM Collaborative's September 6, 2023 Office Hours call featuring the Intro to Salesforce Training.

Knowledge Management and Racial Equity

May 2023

This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity

Source:
United Philanthropy Forum

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