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KM Office Hours Collaborative Notes
Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
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Links to our Collaborative notes from the weekly office hour call for the KM Collaborative.
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Rebuilding a website takes substantial planning, execution, and staff time. This document includes the key areas of information for preparing, designing, implementing and launching your Drupal website as a member of the KM Collaborative. Thank you to the three KM Partners who served as pilots for our new collective Drupal distribution: SoCal Grantmakers, Council of Michigan Foundations, and Philanthropy Ohio! This guide draws on their strategy, expertise, and experience. We also want to thank the next group of KM Partners and their staff who launched their new websites on the collective Drupal distribution - Minnesota Council on Foundations, Northern California Grantmakers, Grantmakers in Aging, and United Philanthropy Forum.
Review the Getting Ready for Drupal 10 Guide below to learn more about Project Management, Timeframe, Budget, Accessibility, Design, Content Audit, Development, Content Migration/Creation, and Testing, Launch, Management, and Ongoing Support.
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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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This resource contains written documentation and a video demo of how to set up a Sandbox to use the Forum Salesforce Package.
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This resource contains the release notes and instructions for upgrading to version 4.807 of the Forum's Salesforce Package, as well as a recording from the August 11 Office Hours call.
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Please refer to these best practices when submitting support requests to the Forum’s Knowledge Services team.
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This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.
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The Drupal 7 Users Guide is a 40-page document that provides a high-level overview of the Forum's Drupal distribution and a comprehensive guide on how KM Partners use Drupal to manage their websites. This document is available for Drupal-Salesforce KM Partners to take a copy of and maintain specifically for their organization. In other words, this document is just the start, not the end-all-be-all, of your organization’s Drupal documentation.
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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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