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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.

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.

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 resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.