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Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.

This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.

The Forum's public policy staff compiled this resource page featuring member policy and advocacy agendas to help coordinate and inform the work of the District to D.C. Advocacy Network.

The Forum's Public Policy Portfolio includes a decision filter for members to use when considering whether and what action to take regarding a public policy issue.

The convening of the 118th Congress provides the Forum with an opportunity to build on a renewed focus of its public policy work over the next two years. To that end, the Forum has developed six public policy principles that will guide our work during that time.

This resource provides documentation, written by Kim Snipes, on how to create a Record-Triggered Flow in Salesforce to create a new Opportunity record when the current year's Membership record meets specific criteria.