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Website Analytics and Google Analytics 4
This is a recording of the KM Collaborative's 2023 User's Group Session: Website Analytics and Google Analytics 4.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Website Analytics and Google Analytics 4.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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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 has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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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.
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