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The Forum is a membership network of nearly 100 regional and national philanthropy-serving organizations (PSOs), representing more than 7,000 funders, who work to make philanthropy better.
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The Forum is a membership network of nearly 100 regional and national philanthropy-serving organizations (PSOs), representing more than 7,000 funders, who work to make philanthropy better.
Resource
This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.
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This training includes reviewing reports in the Forum's Salesforce Package. Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types. Kim Snipes, Director of Knowledge Management at the Forum, led this training.
The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.
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Successful user adoption starts with a clear training plan for your staff. This session highlighted three KM Partner PSOs who implemented onboarding plans for new staff.
These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more! Val Rozansky from the Forum led this training.
The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.
Resource
This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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