HandsOn Connect Documentation

Getting to know Salesforce

Using Gmail Aliases for Testing
- How to set up gmail email aliases
Trailhead
- Trailhead - the best way to learn Salesforce
Accessing your Salesforce Account
- Getting Started: Accessing your Salesforce Account
Adding Users
- Adding Your Staff as Users to Salesforce
The Salesforce Interface
- The Salesforce Interface
- Search for data in Salesforce
Working with Objects (Records)
Working with Views
- Working with List Views
- Some Handy Ways to Filter a View Based on Dates
Tasks, Events (Salesforce Calendars), and Sending Emails
- My Email Settings
- Manage Your Tasks, Events, and Email
"Data Safety 101" - Be aware of dangers in deleting and cloning records.
- Caution: Don't Delete Records without understanding the relationships between records
- Be cautious if cloning records in HandsOn Connect
Multi-factor Authentication (MFA)
- How to give HOC Support Salesforce access