Recent Updates
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Updated on: Feb 06, 2019
Automate marking 'Not Attended" Connections
Manual Check-In Kiosk -
Updated on: Jan 24, 2019
Prerequisite Opportunities
A Prerequisite Opportunity is one that a volunteer is REQUIRED to sign up for in order to signup or express interest for another opportunity. (Example: You require volunteers for a painting project to also attend the prerequisite 'painting training' opportunity. They will be unable to sign up for the opportunity unless they also signup or express interest in the training OR have attended that prerequisite in the past.
When a volunteer signs up or expresses interest in an opportunity that has a prerequisite, they will be also automatically be directed to signup or express interest in an occurrence the prerequisite opportunity
NOTE: Because of the complexities of team signups, prerequisites are not compatible with the team signup process. If an opportunity requires a prerequisite, and a volunteer signs up as part of a team, they will NOT be automatically redirected to signup for the prerequisite opportunity as well. We recommend that you turn off team signup for any occurrences that are part of a volunteer opportunity that requires a prerequisite. See this link to enable the functionality to "turn off team" if it is not present in your occurrence records. Alternately - you can monitor when a team captain makes a connection - and contact them, telling them they need to sign up each team member for the prerequisite opportunity as well.
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Updated on: Jan 16, 2019
Troubleshooting HandsOn Connect - (The 7 commandments of HandsOn Connect)
Is your calendar not showing up on the public site? Are searches taking you to error pages saying :You must be logged in to view this page?". Are you getting cryptic error messages about "missing rows"? Most errors that occur in HandsOn Connect stem from violating a few simple rules that 'break' the product.
If you follow these "11 commandments of HandsOn Connect," you will prevent problems before they happen and have a solid and stable system.
If you ARE having problems, check to make sure none of these things have been violated and use this guide to correct simple things that create big headaches :-)
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Updated on: Jan 09, 2019
HandsOn Connect Profiles (Public Site and Sharing Portal Overview)
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Updated on: Jan 08, 2019
Updating your company profile
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Updated on: Jan 08, 2019
When to add a new object
Just because you can add as many fields as you want to an object - it doesn't mean you should. The power of a relational database comes in being able to see related objects in the page view - so you don't want to add too many extra fields with lookups in the record detail itself.
If you want to see a lot of different fields from different objects in one place, create a report!
But what do you do you do if, for example, you want to start keeping track of tools that are being used at different occurrences? Do you add fields to keep track of the tools?
NO. To fully leverage the power of a relational database you would create a new object: Tools.
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Updated on: Jan 08, 2019
Changing the labels and values of fields and Picklists using Salesforce Translation
Everyone does things just a little differently. That’s why it’s possible to customize language on HandsOn Connect's administrative side and in the premium partner portal to align with your organization’s terminology.
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Updated on: Jan 08, 2019
Enabling Batch Create for Team Members and Connections
This article details the steps taken by System Admins to enable the Batch Create Functionality for Team Members and Connections.
NOTE: The ability to batch create Team Members and Connections while making it easier to complete these steps have the potential to corrupt or duplicate your data. System Admins should only enable these features for trained users. It is not recommended that you enable this feature for Partner Staff. If desired you can use permission sets to enable it for designated staff and partner staff users.
To learn more about permission sets, see this Salesforce post
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Updated on: Jan 08, 2019
Default Workflow User
By default, workflows typically use one email address as the sender of email alerts in the system. This is called the default workflow user.
(It's possible to change the sender of any email alert to other users in the system, but by default, its typically the default workflow user)
If you have a staff person leaving the organization, before you can deactivate their salesforce license you'll need to designate someone else to be the default workflow user.
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Updated on: Jan 08, 2019
What to do when a Partner Staff leaves one organization and goes to another
When a staff member at a partner staff leaves their position, and no longer should have access to their partner portal, you need to perform a couple of steps to do this.