HandsOn Connect Documentation
Topics
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Avoiding Duplicate Records - Merging Contacts and Organizations 4
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Simple Data Updates using Views 2
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Advanced Data Management Tools for HandsOn Connect 6
- Advanced Data Management Tools - overview
- Turning a list of new contacts into a team and signing them up administratively. (Batch creation 101)
- (Advanced) Batch Creating Team Members
- Batch Creating Connections
- Batch Moving or Copying of Connections from an Occurrence
- Adding occurrence connections to a campaign
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(Advanced) Using the Apex Data Loader 8
- Getting Started with the Apex Data Loader
- Exporting Records using the Apex Data Loader
- Importing Occurrences via the Data Loader
- Batch updating Opportunity Approval and Volunteer Leader Approval Managers using the Apex Data Loader
- Importing Notes to Organization and Contact Records using the Apex Data Loader
- Uploading Users into HandsOn Connect Using the Apex Data Loader
- Bulk Uploading Connections with the Apex Data Loader
- Importing Volunteer Opportunities via the Data Loader
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(Advanced) Data Management 2
Can't find the answers here? Current HOC Customers can join us at one of our daily lab sessions:
No appointment is needed. Just come to the URL https://zoom.us/j/4624114111
Mondays: 2 - 3 pm Eastern
Tuesdays: 4:30 - 5:30 pm Eastern
Wednesdays: 2 - 3 pm Eastern
Thursdays: 2 - 3 pm Eastern
Fridays: Noon - 1 pm Eastern
Other Resources
Announcements and Release Notes
- Announcements
- Release Notes
Training for All Users (staff and administrators)
- Using the HandsOn Connect Public Site
- Getting to know Salesforce
- Volunteer Opportunities, Occurrences and Connections
- Working with Contacts & Organizations
- Teams
- Reports and Dashboards
- Using the Sharing Portal
Training for System Administrators
- Content Management System (CMS)
- System Administrator - Control Panel Settings
- System Administrator -- Intro to Customizing HOC to meet your business practices
System Administrator Resources
- Advanced System Administrator Guide
- Data Management for Salesforce Administrators
- Advanced Features for HOC 3.0
- Check-In Kiosk
- Verified Volunteers
- Click & Pledge
NobleHour
- NobleHour: Getting Started Guides