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.
2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
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.
These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.
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