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

Listserv compilation about member surveys.

Listserv compilation about membership contracts and agreements from the AllCEO listserv.

Listserv compilation about how PSOs are onboarding new members.

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 resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.