HandsOn Connect Documentation
Topics
- Using Gmail Aliases for Testing 1
- Trailhead 1
- Accessing your Salesforce Account 1
- Adding Users 1
- The Salesforce Interface 2
- Working with Objects (Records) 3
- Working with Views 2
- Tasks, Events (Salesforce Calendars), and Sending Emails 2
- "Data Safety 101" - Be aware of dangers in deleting and cloning records. 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
Recent Updates
- HOC 3.0.9.4. Release (March 26, 2020)
- Making Reports Accessible in the Sharing Portal
- Creating a Virtual Location for use with date and time specific opportunities.
- New Feature - Prevent volunteer from signing up for overlapping volunteer opportunities (HOC3-10672)
- Creating a Virtual Volunteer Opportunity in HandsOn Connect