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Picklist Values for Drupal
This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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How to Install and Configure the Forum Salesforce Package
Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
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Restrict Access to @AuraEnabled Apex Methods Salesforce Critical Update
This documentation provides instructions on how to handle the Salesforce Critical Update called Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile.
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How to Create an Image Formula Field in Salesforce
This document provides instructions for how to create a formula custom field to display a specific image determined by the value of another field.
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Overview of Custom Features of Forum Salesforce Package
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.
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Email to Engagement (E2E) Overview
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.
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Affiliation Terms Feature Overview
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.
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KM Partners' Opportunity and Campaign Naming Conventions
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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Deactivating Salesforce Users
This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.