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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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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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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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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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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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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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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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On March 18, 2020, the Forum signed on to a second letter that asks Congress to provide an infusion of $60 billion in capital to America’s charitable nonprofits to maintain operations, expand scope to address increasing demands, and stabilize losses from closures throughout the country.
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On March 12, 2020, the Forum signed on to a letter to Congressional offices outlining why nonprofits must be included in COVID-19 stimulus package legislation. This letter highlighted practical policy examples and solutions for Members of Congress to think about when drafting legislation. On March 14, 2020, the House passed H.R. 6201 that ensured that nonprofits can use a tax credit to offer paid leave for their employees-one of the requests in the letter.
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The newly released Giving USA 2023 report provides continued cause for concern about our nation’s ongoing decline in charitable giving from individuals and in the number of individual givers. These data lend more urgency for the need to pass the Charitable Act, which would incentivize millions more Americans to give and support their communities—not just the shrinking number of Americans who itemize their taxes.
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