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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.
Resource
Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
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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KM Partners' Opportunity and Campaign Naming Conventions
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
Resource
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.
Resource
Sector Letter to Congress in Support of Voting Rights
Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
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KM Collaborative Onboarding Resources
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
Resource
Philanthropy for Voter Engagement Toolkit
Ahead of the 2024 election, United Philanthropy Forum partnered with Nonprofit VOTE on the newest edition of the Philanthropy for Voter Engagement Toolkit.
Event
Forum + Nonprofit VOTE New Voter Engagement Toolkit Briefing: 12/4/23
Nonprofit VOTE will soon release its updated Voter Engagement Toolkit for Foundations. This event will feature this new toolkit and feature panelists who will help demystify, offer specific examples, and answer questions about ways private and community foundations can support and bolster voter engagement in their communities.