Event
Membership Peer Community: 9/19/23
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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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.
Event
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
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.
Event
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
Resource
This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
Resource
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!
Resource
Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types
Resource
In this demo, Crystal Starr of SoCal Grantmakers showed us the improved job bank functionality using Drupal 9. Jobs are now a standard content type in our Drupal 10 Distribution (in Drupal 7 they were a custom content type).
Resource
The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.
Check out our Electric Embers resource for more general information about the listserv product and to take advantage of the Forum's group pricing.
Resource
This is a recording of the KM Collaborative's July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
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