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Sending Email from Salesforce

May 2022

These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.

Source:
United Philanthropy Forum

Deactivating Salesforce Users

April 2022

This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.

Source:
United Philanthropy Forum

KM Partners' Currently Used Tools

December 2021

This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.

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