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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.
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This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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As promotional partners of the Grantmaker Salary & Benefits Survey, Forum members have access to access to the full report and its benchmarking tool.
Resource
The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs).
Event
During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.
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Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
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Bylaws are like your organization's operating manual and include rules around topics like the size of your board, roles and duties of directors and officers, process for electing directors, etc.
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A collection of sample PSO financial policy guidelines for reserve funds.
Blog
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