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Find out how to seek support as a KM Partner using our variety of resources. 

This is a recording of the Knowledge Management (KM) Collaborative's March 16, 2022 Office Hours about utilizing Salesforce to track and manage programming metrics. 

This resource includes the agenda, notes, and recording from the 2022 KM Virtual Users Group session Engagement Data: Beyond Transaction.

This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.

This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.

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.