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Peer Community

Membership Peer Community Benchmarking Tool

April 2024

A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.

Source:
Forum Member

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.  

Using Email Templates and Template Builder in Salesforce

November 2023

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

Source:
United Philanthropy Forum

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