KM Collaborative Onboarding Resources
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
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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.
As we mark the two-year anniversary of the COVID-19 pandemic, United Philanthropy Forum has released a report to document how philanthropy-serving organizations (PSOs) have responded to the pandemic. The report looks back to detail how PSOs—the regional and national philanthropy associations and networks that comprise the Forum network—played many vital leadership roles in the philanthropy sector’s response to the pandemic.
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.
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