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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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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.
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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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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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This resource contains the release notes and testing scenarios worksheet for upgrading to version 2.9.7.2 of the KM Collaborative's Drupal 7 Distribution that includes improvements to start/end time of events, allowing for registration after the event start date is in the past, and time zone display.
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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 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 document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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