Resource
Salesforce Key Process Series: Membership Dues
This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Location
Resource
This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
Resource
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.
Resource
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.
Resource
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.
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.
Resource
This is a recording of the KM Collaborative's Office Hours from May 6, 2020 featuring two demos from KM Partners on Sponsorships.
Resource
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022. The website is powered by the Forum's KM Collaborative and integrated with Salesforce. Thank you to Bill and Val for collaborating on this presentation and answering all the great questions raised!
Event
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.
Resource
This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos from Allison Jai O'Dell of The Funders Network, Jackson Braghieri of Philanthropy Northwest, and Bill Corkill of Council of Michigan Foundations. Allison, Jackson, and Bill shared different use cases for which their PSOs employ an integrated Form/Survey tool. Bill and Allison demoed FormAssembly and Jackson demoed Formstack. Watch the demos and check out the collaborative notes below to see the innovative approaches Allison, Bill, and Jackson are implementing at KM Partner organizations for things like evaluation, grant applications, peer community signup, and so much more.
Resource
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.