Recent Updates
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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... -
Admin Status of Volunteer Opportunities and Occurrences
<p>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... -
Email Logs in Salesforce
Updated on: Jan 17, 2023
<p>How many times have you had a volunteer tell you they never received a particular email when you're pretty darn sure it was sent? Ever wished you could check? Well you can. Salesforce allows you to run a log of emails sent from the system. Email logs are CSV files that contain information ... -
Emails sent to date and time specific - 'express interest' volunteers and opportunity coordinators
Volunteers who 'express interest' are sent an email notifying them that their interest has been communicated to the partner organization.
After the partner organization confirms or denies the volunteer, email messages are sent notifying the volunteer:
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Viewing your saved Searches
Searches that you've filtered on the "Find an Opportunity" page can be saved after the search has been executed. From the "My Account" tab you can also recall your saved searches and go directly to a search result.
You can also remove saved searches from your account.
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Saving and Sharing Searches
<p>Saved Searches provide a way for volunteers to easily recall a set of search parameters. This is handy if you frequently want to find, for example, date & time specific opportunities that serve children.</p> <p>Saved searches are useful useful as they provide URLs that you can hard-code ... -
Formatting Zip Code and Date / Time fields for importing into Salesforce
<p>When importing data into Salesforce, it's important to have number fields formatted correctly. Imports will actually fail, if Date fields are not formatted properly. The two types of fields to watch out for are Zip Codes and Date / Times. When you open a csv using Microsoft Excel, Excel wil... -
Using formula fields to add additional information related to lookup fields
<p>Sometimes, you may have put a lookup field from another object into a page layout -- AND you might want some related information about the looked-up field, to also appear. </p> <p>(Note: Reports are usually the best way to bring data from different objects together into an easy to see v... -
Updating Data Example: Updating the Organization Name for Contacts
<p>When a volunteer registers on the public site, they enter their Employer Name, but they are still assigned t the Organization Name: "Individual"</p> <p>That's because their employer's name, may not already exist as an organization in our database. Or they might type a variation on the organ... -
How to Manage the Recycle Bin
Please note that the Recycling Bin can only store up to 5,000 items at a time. Once it has reached capacity the oldest data will be permanently deleted as new items are added to the recycling bin.