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KM Office Hours - Salesforce Engagement Data Use Cases: 8/7/24
Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in July!
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Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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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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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.
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Whether you attended our Forum Conference workshop session or not, we invite you to join us for an hour-long informal conversation about The Benefits of a Networked Approach for PSO Business Model and Advancing Strategic Work.
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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work
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