Resource
Salesforce Key Process Series: Grants Management in Salesforce
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Location
Resource
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
Resource
Bill Corkill of the Council of Michigan Foundations (CMF) provided a substantial overview of the new Drupal 9 website during KM Office Hours on August 17, 2022. The website is powered by the Forum's KM Collaborative and integrated with Salesforce. Thank you to Bill and Val for collaborating on this presentation and answering all the great questions raised!
Event
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.
Resource
This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos from Allison Jai O'Dell of The Funders Network, Jackson Braghieri of Philanthropy Northwest, and Bill Corkill of Council of Michigan Foundations. Allison, Jackson, and Bill shared different use cases for which their PSOs employ an integrated Form/Survey tool. Bill and Allison demoed FormAssembly and Jackson demoed Formstack. Watch the demos and check out the collaborative notes below to see the innovative approaches Allison, Bill, and Jackson are implementing at KM Partner organizations for things like evaluation, grant applications, peer community signup, and so much more.
Resource
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.
Resource
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.
Resource
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.
Resource
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.
Resource
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.
Resource
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.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.