Salesforce Key Process Series: Engagements and Benefits
This is a recording of the KM Collaborative's July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
Resource type
Topic(s)
Pillar
This is a recording of the KM Collaborative's July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
This is a recording of the KM Collaborative's June 17, 2020 Grants and Memberships in Salesforce training session.
This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
This is a recording of the KM Collaborative's Office Hours from May 13, 2020 featuring a joint demo from two KM Partners on Events and Event Registration.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.