Recent Updates
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Updated on: Jan 17, 2023
2.5 Release patches 6 & 7
Manual Release Notes -
Updated on: Jan 17, 2023
Creating a Sandbox
This article provides steps for configuring HandsOn Connect to work in a Sandbox.
For information on how to create a Sandbox, click here for Salesforce.com documentation.
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Updated on: Jan 17, 2023
2.5 Release Patch 5
Manual Release Notes -
Updated on: Jan 17, 2023
2.5 Release Patch 4
Manual Release Notes -
Updated on: Jan 17, 2023
2.5 Release Patch 3
Manual Release Notes -
Updated on: Jan 17, 2023
Adding charts to page layouts
In its Winter '14 release - Salesforce has made it possible to embed charts into a page layout. These charts can display useful overview data to give you visual information about a record you are viewing.
Charts can be added to page layout in any object... but let's show an example of creating a chart to embed in the contact record:
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Updated on: Jan 17, 2023
How can I create a report on connections and only see contacts where their registration answer has a specific value?
Sometimes you want to get a report on hours served, but only want to see SOME of the volunteers, based on their answer to a custom registration question.
Unfortunately, the relationship of connections to contacts, and registration answers to contacts makes it impossible to pull the answer to a registration question into a report involving connections.
However, you can use cross-filters to limit the report results and see only connections associated with SOME contacts.
Example: Let's say you had a custom registration question that asked volunteers if they had a relationship with the University of Georgia. You can then create a cross filter that looks through ALL the registration answers and only brings in records with an appropriate picklist value.
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
2.5 Release Patch 2
Manual Release Notes -
Updated on: Jan 17, 2023
Creating a report to import connections for team members
If you have enabled the advanced feature that allows for batch importing connections, you'll want a report that allows you to get the Contact ID and Team Member ID for contacts you want to batch create team connections for. Here's the basics of such a report:
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Personal Information
On this page volunteers can update the personal information that they entered during registration. The system administrator can customized this page, choosing which fields of information the volunteer can edit or require on this page. (See customizing the registration page).