Resource
Email to Engagement (E2E) Overview
Releases notes and instructions for using the Email-to-Engagement (E2E) functionality that is a part of the Forum's Salesforce Package automatically creates member engagement records through email.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Location
Resource
Releases notes and instructions for using the Email-to-Engagement (E2E) functionality that is a part of the Forum's Salesforce Package automatically creates member engagement records through email.
Resource
Overview and instructions for the Affiliations Terms functionality of the Forum's Salesforce package that improves the Drupal integration and keeps a history of a Contact's affiliation with an organization or group/committee.
Resource
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
This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.
Resource
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.
Event
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
Event
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackle problems, and providing insights.
Event
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
Resource
The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs).
Resource
How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.