Resource
KM Office Hours Collaborative Notes
Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Resource type
Resource
Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
Resource
This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.
Resource
This resource contains the release notes and instructions for upgrading to version 4.807 of the Forum's Salesforce Package, as well as a recording from the August 11 Office Hours call.
Resource
Please refer to these best practices when submitting support requests to the Forum’s Knowledge Services team.
Resource
This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.
Resource
This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
Resource
Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
Resource
This documentation provides instructions on how to handle the Salesforce Critical Update called Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile.
Resource
This document provides instructions for how to create a formula custom field to display a specific image determined by the value of another field.
Resource
United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.