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Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.

Rebuilding a website takes substantial planning, execution, and staff time. This document includes the key areas of information for preparing, designing, implementing and launching your Drupal website as a member of the KM Collaborative. Thank you to the three KM Partners who served as pilots for our new collective Drupal distribution: SoCal Grantmakers, Council of Michigan Foundations, and Philanthropy Ohio! This guide draws on their strategy, expertise, and experience.

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

Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.

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.