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Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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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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The product overview below contains instructions for installing the add-on product extension that creates fields and automation to support an integration between the Forum's Salesforce Package and Electric Embers (a listserv tool). All KM Partners use the Forum's Salesforce Package as part of the collective technology platform provided by the Collaborative. The recording below is from November 17, 2021. Brian Pickett from North Peak, the KM Collaborative's Salesforce vendor, demoed the product extension.
Check out our Electric Embers resource for more general information about the listserv product and to take advantage of the Forum's group pricing.
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This training includes reviewing reports in the Forum's Salesforce Package. Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types. Kim Snipes, Director of Knowledge Management at the Forum, led this training.
The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.
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This training covers understanding Drupal 7 log messages, knowing when to Run Cron, how to unblock Drupal Users, how to monitor the syncing queue, logging into Mandrill, troubleshooting common user questions, and more! Val Rozansky from the Forum led this training.
The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.
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This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.
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Successful user adoption starts with a clear training plan for your staff. This session highlighted three KM Partner PSOs who implemented onboarding plans for new staff.
These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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These are the notes and a recording from the 2021 KM Users Group session titled Email Deliverability with Allison Jai O'Dell. Allison is a Director of Data and Information Technologies at The Funders Network.
Email marketing is still the #1 way to reach your members and prospects—so long as your emails land in inboxes rather than spam folders or promotions tabs! This session presented best practices for email content, subject lines, senders, audience segmentation, signup forms, acquisition channels, data structures, tracking, and analysis that improve deliverability (that is, inbox placement). These tips and tricks are contextualized with real-world analogies that demystify deliverability algorithms and provide talking points for colleagues.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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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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