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.
What the Translation Tool can do:
The Salesforce.com Translation Tool allows you to change the language for staff, premium portal users, and back end users.
What language can be changed?
- Field labels
- Picklist values
Some examples include:
- Changing the Volunteer Opportunity Type options from “Project” and “Activity” to “Volunteer Project” and “Training” to make the terminology easier for your partners to understand.
- Changing the “Interests” field label to “Volunteer Interests” so that you can distinguish it from other interests you might want to track, like “Donor Interests.”
- Only back end language can be changed. The CMS remains the best tool to change language for your public site.
- The picklist value of "Training" for the "Activity Type" field can NOT be translated as it will break the Volunteer Opportunity Wizard. We are working on a solution for this.
- The Translation tool cannot change the underlying meaning for labels and picklist options. For example, in the Interests picklist, you can change “Animals” to “Animal Rights,” but not to “Community Gardening.”
- Values presented to the volunteers on the public site for search filters will not be changed. For example, in the Interests picklist, you can change “Animals” to “Animal Rights,” but on the public site it will still appear as “Animals” on the search page filter.
- The Translation Tool also doesn’t change the data that is sent to All for Good, so updating picklist values that are searchable will not affect advanced search filters on your site.
NOTE: Keep in mind that if you customize terminology in your instance of HandsOn Connect, then your instance will no longer match up to product training documentation and partner portal documentation. If you choose to make changes, plan on providing a 'translation glossary' to your staff and partners so they do not get confused.
Documentation on how to enable the Salesforce.com Translation Tool can be found here. Documentation from Salesforce.com includes setup, adding languages, and entering translated terms!