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Deactivating Salesforce Users

April 2022

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

Source:
United Philanthropy Forum

KM Partners' Currently Used Tools

December 2021

This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.

Drupal 7 Integration Troubleshooting Demo

October 2021

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.

Source:
United Philanthropy Forum

Using a Sandbox with Forum Salesforce Package

September 2021

This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.

Source:
United Philanthropy Forum

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