Resources Search

Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.

This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.

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.

This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.

This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.

Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.