KM Collaborative Onboarding Resources
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
Resource type
Topic(s)
Pillar
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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.
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.
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.
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