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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.

This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.

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.

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.

This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.

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.