Resource
Membership Metrics in Salesforce
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.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Location
Resource
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.
Resource
Rebuilding a website takes substantial planning, execution, and staff time. This document includes the key areas of information for preparing, designing, implementing and launching your Drupal website as a member of the KM Collaborative. Thank you to the three KM Partners who served as pilots for our new collective Drupal distribution: SoCal Grantmakers, Council of Michigan Foundations, and Philanthropy Ohio! This guide draws on their strategy, expertise, and experience. We also want to thank the next group of KM Partners and their staff who launched their new websites on the collective Drupal distribution - Minnesota Council on Foundations, Northern California Grantmakers, Grantmakers in Aging, and United Philanthropy Forum.
Review the Getting Ready for Drupal 10 Guide below to learn more about Project Management, Timeframe, Budget, Accessibility, Design, Content Audit, Development, Content Migration/Creation, and Testing, Launch, Management, and Ongoing Support.
Event
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Resource
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022.
Resource
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022. The website is powered by the Forum's KM Collaborative and integrated with Salesforce. Thank you to Bill and Val for collaborating on this presentation and answering all the great questions raised!
Resource
This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
Resource
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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 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.
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.