HandsOn Connect Documentation

HandsOn Connect Video Training - additional training for System Administrators

Additional Information For System Administrators (5 videos: 36 mins)
- For System Admins who wish to have existing data imported into HandsOn Connect as part of setup
- Creating User Accounts for your Staff
Customizing the HandsOn Connect Public Site (16 videos: 1 hour 49 minutes)
- Customizing the HandsOn Connect Public Site (HOC 2.x)
Customizing HandsOn Connect to meet your business needs and practices (19 videos: 1 hour 45 minutes)
- Customizing HandsOn Connect
Data Management in Salesforce and HandsOn Connect (10 videos: 51 minutes)
- Data Management
(Premium Portal Users Only) - Customizing the portals for partner staff and volunteer leaders (4 videos: 30 minutes)
- Customizing and Managing the premium portals - (Salesforce Customer Portals)
Now that you've finished training - How to "Go Live" with HandsOn Connect (1 video: 10 minutes)
- Go Live Process
(Optional /Advanced) - Sharing of Records in the customer portals
- Understanding HandsOn Connect Sharing