Skip to main content

Search

Search Tip: Search with " " to find exact matches.

Resources Search

Management Tools and Practices

May 2023

2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.

Source:
United Philanthropy Forum

Create Next Year's Membership Opportunity Salesforce Flow

October 2022

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.

Source:
United Philanthropy Forum

© 2024 United Philanthropy Forum. All Rights Reserved.

X

Sign In

Not a Member? Join the Forum to help increase philanthropy’s impact.