HandsOn Connect Documentation
Topics
Other Resources
- Getting Started with HandsOn Connect
Training for All Users (staff and administrators)
- 1. Using the HandsOn Connect Public Site
- 2. Getting Started on the admin side of Salesforce and HandsOn Connect
- 3. Leveraging Salesforce
- 4. Organizations
- 5. Contacts
- 6. Portals and Profiles - Turning contacts into users
- 7. Volunteer Opportunities, Occurrences and Recurrences
- 8. Volunteer Events (Special Events)
- 9. Locations
- 10. Teams
- 11. Reporting
- 12. Dashboards
Training for System Administrators
- 13 . (System Admins) Customizing the HandsOn Connect Public Site
- 14. (System Admins) Document
- 15. (System Admin) Customizing HOC to meet your business practices
- 16. (System Admin) Data Management
- 17a. (System Admin HOC 2.0- Premium Portal Users Only) - Customizing the Partner and VL Portal
- 18. (System Admin) Going Live with HandsOn Connect Checklist
System Administrator Resources
- Advanced System Administrator Guide
- Optional HandsOn Connect Premium Add-On Features
- NonProfit Starter Pack v3 (NPSP) self-Installation and Configuration
Using the HandsOn Connect Customer Portals
- Basic Portal - for Local and National Partners
- Basic Portal - for Volunteer Leaders
- Premium Partner Portal
- Premium Portal - for Volunteer Leaders
Exercises for Mastery
- HandsOn Connect Self-Training Exercises
HandsOn Connect Video Training
- HandsOn Connect Video Training - for all users
- HandsOn Connect Video Training - additional training for System Administrators
Archived Manuals (for future consideration)