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Knowledge Management and Racial Equity
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
Resource
United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.
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This resource contains the release notes and testing scenarios worksheet for upgrading to version 2.9.7.2 of the KM Collaborative's Drupal 7 Distribution that includes improvements to start/end time of events, allowing for registration after the event start date is in the past, and time zone display.
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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.
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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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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
News
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.
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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This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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