Resource
Membership Metrics in Salesforce
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.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Location
Resource
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.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Resource
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
Resource
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
Resource
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
Resource
The Forum has recently undertaken a review process of our membership dues structure.
Resource
A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
Blog
As he approaches his retirement in a few months, Forum President & CEO David Biemesderfer will be sharing some parting reflections about the Forum’s work in a series of blog posts. This is the first post in the series.
Philanthropy Event
Philanthropy Event
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.