HandsOn Connect Documentation
Topics
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Troubleshooting HandsOn Connect 2
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How to Update or Change Internal and Partner Staff 5
- First things to do before deactivating a user or removing portal access. Some tips on staff changes:
- How to Change Your System Administrator
- How to Change Your Partner Approval Manager
- How to Change Your Opportunity Approval Manager
- What to do when a Partner Staff leaves one organization and goes to another
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Managing and Updating Special Email Addresses used by HandsOn Connect 3
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Enabling Advanced Features 10
- Enabling ability for one contact to serve as partner staff for multiple organizations
- Enabling Advanced Occurrence Options
- Enabling 'Allow team captains to reserve slots for unnamed (anonymous) team members
- How to install the Occurrence Name/Description Feature
- Enabling Move/Copy Connections functionality
- Enabling Grouped Occurrences
- Enabling Prerequisites
- Enabling advanced controls over the sending of automated emails
- Enabling Batch Create for Team Members and Connections
- Changing the labels and values of fields and Picklists using Salesforce Translation
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Creating New Custom Objects in Salesforce 1
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Salesforce Configuration instructions 3
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Granting HOC Access to other Salesforce Profiles 1
Can't find the answers here? Current HOC Customers can join us at one of our daily lab sessions:
No appointment is needed. Just come to the URL https://zoom.us/j/4624114111
Mondays: 2 - 3 pm Eastern
Tuesdays: 4:30 - 5:30 pm Eastern
Wednesdays: 2 - 3 pm Eastern
Thursdays: 2 - 3 pm Eastern
Fridays: Noon - 1 pm Eastern
Other Resources
Announcements and Release Notes
- Announcements
- Release Notes
Training for All Users (staff and administrators)
- Using the HandsOn Connect Public Site
- Getting to know Salesforce
- Volunteer Opportunities, Occurrences and Connections
- Working with Contacts & Organizations
- Teams
- Reports and Dashboards
- Using the Sharing Portal
Training for System Administrators
- Content Management System (CMS)
- System Administrator - Control Panel Settings
- System Administrator -- Intro to Customizing HOC to meet your business practices
System Administrator Resources
- Advanced System Administrator Guide
- Data Management for Salesforce Administrators
- Advanced Features for HOC 3.0
- Check-In Kiosk
- Verified Volunteers
- Click & Pledge
NobleHour
- NobleHour: Getting Started Guides