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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.
Resource
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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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 philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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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.
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This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in October!
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