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Building Formulas in Salesforce Demo
This is a recording of the Knowledge Management (KM) Collaborative's June 12, 2024 Office Hours about building formulas in Salesforce.
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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.
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A key policy issue for the Forum is Donor-Advised Funds.
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A key policy issue for the Forum is the Universal Charitable Deduction.
Event
State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
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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.
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Monthly PSO Advocacy Check-Ins feature comprehensive updates and analysis on legislative issues impacting the sector at the federal and state levels, as well as an open discussion on current policy hot topics, and timely tips on public policy best practices for PSOs and their members.
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2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
Event
State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
Resource
This is a recording of the KM Collaborative's June 17, 2020 Grants and Memberships in Salesforce training session.
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