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Programming Metrics in Salesforce
This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics.
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This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics.
Philanthropy Event
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This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
Event
Join your United Philanthropy Forum peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge. PEAK Grantmaking will share their progress as a pledge signatory and how the Disability & Philanthropy Forum can support you on your organizational goals. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. We look forward to hearing your insights from your own organization's disability and inclusion journey.
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Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution.
Event
Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Album. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices.
Event
Join Alliant Retirement Consulting for a discussion on legislation affecting nonprofit retirement plans. Secure Act 2.0, passed in December 2022, enables the creation of 403(b) Pooled Employer Plans (PEPs) for nonprofit plan sponsors.
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Listserv compilation about a position description for a Senior Director of Finance role.
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During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
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This is a recording of the KM Collaborative's demo on event-related email automation in Salesforce, led by Allison Jai O'Dell of The Funders Network.
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