Recent Updates
-
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.
-
Bulk Uploading Connections with the Apex Data Loader
<p>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 Loa... -
Counting the number of object records in a report
<p>HandsOn Connect has hidden fields that allow you to easily count the number of objects in a report.</p> <p>There are "number of" fields for: <br />Number of Contacts <br />Number of Organizations <br />Number of Connections <br />Number of Occurrences <br />Number of Volunteer Opportunities</... -
Working with Numbers - Sums, Averages, Min and Max
Number fields can be summarized so that you are able to see summaries of numeric information --
-
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?
-
Report Folders With Special Characterisics
-
(Advanced) Report Types recommended for use in your reports
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 flexability with HandsOn Connect.
-
Video: Data Bucketing
<p>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, crea... -
(Advanced) Using cross-filters in a report
<p>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. </p> <p>Note that... -
Video: Building Matrix Reports
<p>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...