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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.

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.

Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.

Please refer to these best practices when submitting support requests to the Forum’s Knowledge Services team.

Tired of creating multiple reports when the only filter that changes is the account, contact, campaign, or opportunity being viewed? Enter dynamic reports - the ability to filter reporting based on the URL of the object being viewed.

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.