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Create Next Year's Membership Opportunity Salesforce Flow

October 2022

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.

Source:
United Philanthropy Forum

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

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