Advanced System Administrator Guide
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Troubleshooting HandsOn Connect
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How to Update or Change Internal and Partner Staff
- First things to do before deactivating a user or removing portal access. Some tips on staff changes:
- How to Change Your System Administrator
- How to Change Your Partner Approval Manager
- How to Change Your Opportunity Approval Manager
- What to do when a Partner Staff leaves one organization and goes to another
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Managing and Updating Special Email Addresses used by HandsOn Connect
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Working with Email
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Enabling Advanced Features
- Enabling ability for one contact to serve as partner staff for multiple organizations
- Enabling Advanced Occurrence Options
- Enabling 'Allow team captains to reserve slots for unnamed (anonymous) team members
- How to install the Occurrence Name/Description Feature
- Enabling Move/Copy Connections functionality
- Enabling Grouped Occurrences
- Enabling Prerequisites
- Enabling advanced controls over the sending of automated emails
- Enabling Batch Create for Team Members and Connections
- Changing the labels and values of fields and Picklists using Salesforce Translation
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Creating New Custom Objects in Salesforce
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Salesforce Configuration instructions
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Tricks and Tips
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Examples and Tutorials
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Granting HOC Access to other Salesforce Profiles
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HandsOn Connect Lightning