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Move to State and Country/Territory Picklists
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Drupal 7 Integration Troubleshooting Demo
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.
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Tracking and Measuring Engagements in Salesforce Training
This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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How Do I Seek Support as a KM Partner?
Find out how to seek support as a KM Partner using our variety of resources.
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Tips and Tricks: Using Asana to Manage KM Support Requests
This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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Keeping Knowledge Management on New Leaders' Radars
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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Knowledge Management and Racial Equity
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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Viewer's Choice Training
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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Type of Salesforce Fields Fact Sheet
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.