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The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.

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

Listserv compilation about a code of conduct or similar policy document for participants/members.

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. 

Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.