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Salesforce Flows 301

August 2022

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.

Salesforce Flows 201: Converting Workflows

July 2022

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.

Drupal 10 Jobs Bank Demo

July 2022

In this demo, Crystal Starr of SoCal Grantmakers showed us the improved job bank functionality using Drupal 9. Jobs are now a standard content type in our Drupal 10 Distribution (in Drupal 7 they were a custom content type).

Source:
Forum Member

Creating Salesforce Flows 101

June 2022

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.

Drupal 7 Integration Troubleshooting Demo

October 2021

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.

Source:
United Philanthropy Forum

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