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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

Membership Metrics in Salesforce

February 2022

This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.

Source:
Forum Member

Electric Embers Integration Package Demo and Product Overview

November 2021

The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.

Source:
United Philanthropy Forum

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