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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.
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KM Partners' Currently Used Tools
This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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Grantmaker Salary and Benefits Survey Partnership
As promotional partners of the Grantmaker Salary & Benefits Survey, Forum members have access to access to the full report and its benchmarking tool.