Recent Updates

  • 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.

  • 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?

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

  • 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?

  • When selecting report types - you can choose from standard report types created by Salesforce, custom report types you create on your own, or these special report types we've created for maximum flexibility with HandsOn Connect.

  • Updated on: Jan 17, 2023

    Video: Data Bucketing

    Data Bucketing lets you quickly categorize report records without creating a formula or a custom field. When you create a bucket field, you define multiple categories (buckets) used to group report values. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.

  • Use cross filters to filter a report by an object's child objects using WITH or WITHOUT conditions. For example, filter a report to show just accounts with cases, or contacts without activities. You can apply cross filters by themselves, or in combination with field filters.

    Note that filter logic applies only to field filters—not cross filters. You can create up to three cross filters per report.

    Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to see just those opportunities. You can create up to five subfilters for each cross filter.

  • Updated on: Jan 17, 2023

    Video: Building Matrix Reports

    Matrix reports are similar to summary reports but allow you to group and summarize data by bothrows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to comparevalues in several different fields, or you want to look at data bydate and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

  • Sometimes you might want to track volunteer opportunities, occurrences and connections strictly on the back end of the system. This is sometimes true for corporate events where volunteers will not be interacting with the website, but you still want to keep track of who volunteered and how many hours they served.

    This can be done by placing a volunteer opportunity and its occurrences in Admin Status.