Recent Updates
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Updated on: Jan 17, 2023
Understanding record IDs
Record IDs serve as a definitive way of of differentiating one record from another.
There are lots of John Smiths in America -- but we can tell them apart because each of them has a different social security number.
The records in Salesforce each have unique IDs as well. We need these so we can update data without accidently updating the wrong record!
Where it can get confusing in HandsOn Connect is because our database uses a variety of different IDs. So let's talk about which is which and what they are used for!
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Updated on: Jan 17, 2023
Creating new organization-wide email addresses
You can add additional organization-wide email addresses if desired.
These become available to use as FROM addresses for email alerts, or for any manual emails sent from Salesforce.
You can control who can use the 'from' address by restricting the address to certain profiles.
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Updated on: Jan 17, 2023
Creating new organization-wide email addresses
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Updated on: Jan 17, 2023
The HandsOn Connect app is a Managed Package
With Great Power comes Great Responsibility.
Before customizing anything in HandsOn Connect - be sure to read this entire chapter!
You can customize HandsOn Connect, in many, many ways -- but some things cannot be edited, because they are part of the Managed Package.
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Updated on: Jan 17, 2023
(Advanced) Editing the default view of "Recent" on the Home Pages of objects
When you click on a tab - you always arrive in the "Recent" view on the homepage of an object. What fields appear in the recent view can be edited!
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Updated on: Jan 17, 2023
(Advanced) Editing the fields that appear when doing a 'lookup'
When you search for a field using the magnifying glass icon in a lookup field -- certain fields from that record appear.
You can edit which fields appear to make lookups more useful.
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Updated on: Jan 17, 2023
(Advanced) Editing the Hover List Layout
Hover views show up when you 'hover' over fields in layouts or in the sidebar.
They show a mini-view of fields in the related record.
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Updated on: Jan 17, 2023
Editing the Related Lists in Page Layouts
Related lists can be added, reordered or removed from the layout in the same way as you did with sections.
You can also edit which related lists appear in a layout, as well as which fields appear in the related list.
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Updated on: Jan 17, 2023
Working with Sections in the page layout
A page layout is made up of sections.
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Updated on: Jan 17, 2023
Building reports around the connection record using related lookup fields
A lot of the information you will want to get out of your data is about people who have volunteered. And that information will be found in the Connection Record.
You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the custom report type - you'll find the secondary objects aren't there! You COULD choose to build the report around the Contact object - but there's a better way.
You can get to fields you might not otherwise access, through the lookup fields that are in an object. And the Connections record is FILLED with lookups!
Let's say we wanted to get a report on all connections, that included the Volunteer Type, the Location name, and other fields from other objects.
Manual Reports and Dashboards