HandsOn Connect Documentation (legacy screen steps) - Needs updating or archiving
Topics
Other Resources
Training for All Users (staff and administrators)
- Using the HandsOn Connect Public Site
- Getting to know Salesforce
- 3. Leveraging Salesforce
- Volunteer Opportunities, Occurrences and Connections
- Teams
- Reports and Dashboards
Training for System Administrators
- System Administrator - Control Panel Settings
- 14. (System Admins) Document
- System Administrators Intro to Customizing HOC to meet your business practices
- Data Management for Salesforce Administrators
- (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 Volunteer Leaders
- 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