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How to Install and Configure the Forum Salesforce Package
Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
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Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
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This documentation provides instructions on how to handle the Salesforce Critical Update called Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile.
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This document provides instructions for how to create a formula custom field to display a specific image determined by the value of another field.
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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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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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