Recent Updates

  • Updated on: Jan 17, 2023

    Using Conditional Highlighting and Drill Down to perform analysis on summary calculations

    We often want to know how many connections a volunteer had in a given time period. And there is a stock report in HandsOn Connect that can answer that question for you:

    You'll find it in the HOC Basic Reports Folder: "# of Connections per vol (Calendar Yr)

    Manual Reports and Dashboards
    conditional highlighting connections how many

  • Updated on: Jan 17, 2023

    Diagnosing problems using the HOC Support Reports

    When certains kinds of records in your database are missing required fields, it can cause problems in your system such as volunteer opportunities not showing up on your public site when intended, encountering error messages when trying to edit the records and at the most dire breaking your public site. Even though we advise you time and time again not to delete records in your system, we recognize that key data sometimes is deleted by accident. Never fear, we have installed some tools to help you diagnose the problem.

    Manual Advanced System Administrator Guide
    missing data

  • Updated on: Jan 17, 2023

    Testing Email Templates and Verifying Merge Fields

    The easiest way to test the content and merge fields in your email templates is to simulate the conditions under which they are sent from the public site using a test account. That'll absolutely show you what happens.

    Salesforce does provide a way to test from the email template interface -- but it can be a little tricky. Here's what you need to know.

    Manual Advanced System Administrator Guide
    email templates

  • Updated on: Jan 17, 2023

    How to Change Your Opportunity Approval Manager

    If you have recently made or are about to make staffing changes to your Opportunity Approval Manager, please follow these steps to transition HandsOn Connect to the new approval manager.  These steps will ensure that your new Opportunity Approval Manager gets all the notifications they should of new opportunities and occurrences being submitted and of changes to existing opportunities and occurrences.  If the new approval manager is new to your staff you will first need to set them up with a user login for Salesforce and then follow the steps below.

    Manual Advanced System Administrator Guide
    change opportunity approval manager Staff

  • Updated on: Jan 17, 2023

    Using views to update organizations, contacts and connections

    Manual Data Management for Salesforce Administrators
    connections contacts data organizations views

  • Updated on: Jan 17, 2023

    Uploading Users into HandsOn Connect Using the Apex Data Loader

    This lesson assumes that you have already imported contacts into the system for the users that you wish to create and that you have already set up the Apex Data Loader.

    Manual Data Management for Salesforce Administrators
    data Users

  • Updated on: Jan 17, 2023

    Bulk Uploading Connections with the Apex Data Loader

    The Apex Data Loader is currently the only way to bulk upload Connections into HandsOn Connect. This walks you through connecting a list of Contacts to a specific Occurrence. The tutorial assumes that you have basic knowledge of Salesforce reporting and that you have set up the Apex Data Loader.

    Manual Data Management for Salesforce Administrators
    connections data

  • Updated on: Jan 17, 2023

    Counting the number of object records in a report

    HandsOn Connect has hidden fields that allow you to easily count the number of objects in a report.

    There are "number of" fields for:

    • Number of Contacts
    • Number of Organizations
    • Number of Connections
    • Number of Occurrences
    • Number of Volunteer Opportunities

    For example, in a report that shows all the occurrences that took place in a given time period, you could group the occurrences by the volunteer opportunity name -- but what if you wanted to know how many volunteer opportunities that represented?

    Manual Reports and Dashboards
    counting formulas reports

  • Updated on: Jan 17, 2023

    Working with Numbers - Sums, Averages, Min and Max

    Number fields can be summarized so that you are able to see summaries of numeric information --

    Manual Reports and Dashboards
    Calculations reports

  • Updated on: Jan 17, 2023

    Views vs Reports

    So far we've talked about "Views" as a way of looking at multiple records of data at once.

    But Views have limitations.

    The deepest view of data is found in reports.

    What are the differences?

    Manual Reports and Dashboards
    reports views