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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.

The Drupal 7 Users Guide is a 40-page document that provides a high-level overview of the Forum's Drupal distribution and a comprehensive guide on how KM Partners use Drupal to manage their websites. This document is available for Drupal-Salesforce KM Partners to take a copy of and maintain specifically for their organization. In other words, this document is just the start, not the end-all-be-all, of your organization’s Drupal documentation.

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.

Releases notes and instructions for using the Email-to-Engagement (E2E) functionality that is a part of the Forum's Salesforce Package automatically creates member engagement records through email.

How can PSOs interact more effectively when planning an event in another's region or area of expertise? Find suggested best practices and activities to follow.