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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.
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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.
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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.
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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for April 26, 2024.
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Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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This is a recording of the KM Collaborative's Office Hours from May 13, 2020 featuring a joint demo from two KM Partners on Events and Event Registration.
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This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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