Recent Updates
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Updated on: Nov 25, 2018
Image Slider
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Updated on: Nov 24, 2018
Featured Opportunity and Search Results Blocks - Set default images
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Updated on: Nov 08, 2018
Standard Objects and Custom Objects
Salesforce comes with a number of Standard Objects that are part of of Salesforce. However Salesforce also allows you to create Custom Objects
The HandsOn Connect Application adds a large number of custom objects to Salesforce.
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Updated on: Nov 08, 2018
Best Practice: Keep a record of all changes you make to HandsOn Connect and Saleforce
Because of turnover in nonprofit organizations - its quite possible that the System Administrator who first customizes HandsOn Connect will move on and a new System Administrator will take their place. If problems or confusion result with HandsOn Connect in the future -- it can be very difficult to diagnose the cause once HandsOn Connect has been modified from its original configuration..
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Updated on: Nov 08, 2018
Be cautious if cloning records in HandsOn Connect
The Salesforce practice of 'cloning' records seems like a great time-saver. There is a strong temptation to clone volunteer opportunities to create similar ones, or to make changes to volunteer opportunity fields that cannot be changed after an opportunity has been created (like Project / Activity, Scheduling type of the volunteer opportunity, etc.). But cloning can actually create more problems than it solves, and we don't recommend cloning records except in very limited use cases.
We particularly caution you against cloning any records that have:
1) Lookups to other objects
2) Are normally created by the public site or via the connection grid in the occurrence object
3) Are created on behalf of partner organizations.
Here's some of the reasons why.
Manual Getting to know Salesforce -
Updated on: Nov 08, 2018
Caution: Don't Delete Records without understanding the relationships between records
Manual Getting to know Salesforce -
Updated on: Nov 08, 2018
Manage Your Tasks, Events, and Email
Manual Getting to know Salesforce -
Updated on: Nov 08, 2018
My Email Settings
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Working with List Views
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Some Handy Ways to Filter a View Based on Dates
Manual Getting to know Salesforce