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Knowledge Management and Racial Equity

May 2023

This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity

Source:
United Philanthropy Forum

Type of Salesforce Fields Fact Sheet

July 2022

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.

Source:
United Philanthropy Forum

Requirements Gathering

August 2021

This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.

Source:
United Philanthropy Forum

Viewer's Choice Training

September 2020

This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.

Source:
United Philanthropy Forum

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