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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

Slowing Down for Data Stewardship

August 2021

This is a recording of the KM Collaborative's 2021 User's Group Session: Slowing Down for Data Stewardship

Source:
United Philanthropy Forum

Tips and Tricks for Salesforce Admins

September 2020

This is a recording of the KM Collaborative's September 16, 2020 Tips and Tricks for Salesforce Admins training session.

Source:
United Philanthropy Forum

Tips and Tricks for Drupal 7 Admins Training

August 2020

This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more!

Source:
United Philanthropy Forum

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