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

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

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

This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session. 

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.