Event
Program Peer Community: 9/4/2024
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
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Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
Event
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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Being a member of the Forum provides philanthropy infrastructure access to networking and community-building, PSO-specific professional and leadership development, network-wide information sharing, a collective voice for the sector, and more.
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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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