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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.

This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.

United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.

Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.

Please refer to these best practices when submitting support requests to the Forum’s Knowledge Services team.

The Drupal 7 Users Guide is a 40-page document that provides a high-level overview of the Forum's Drupal distribution and a comprehensive guide on how KM Partners use Drupal to manage their websites. This document is available for Drupal-Salesforce KM Partners to take a copy of and maintain specifically for their organization. In other words, this document is just the start, not the end-all-be-all, of your organization’s Drupal documentation.