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Salesforce Reports and Dashboards Demo

April 2024

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. 

Using Dataloader.io for Salesforce Demo

March 2024

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.  

3rd Party Compensation Review

February 2024

Listserv compilation about firms that can serve as a 3rd party compensation review for PSOs.

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