Recent Updates
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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.
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"My public site no longer works": What can happen if you delete records that are required fields in other records.
<p>Volunteer Opportunities, Occurrences, locations and connections have lookup fields to other objects. And some of these lookup fields are required fields in another object. <br />So deleting a location may corrupt the record for a volunteer opportunity. </p> <p>What happens if, for example, y... -
Understanding record IDs
Updated on: Jan 17, 2023
<p>Record IDs serve as a definitive way of of differentiating one record from another.</p> <p>There are lots of John Smiths in America -- but we can tell them apart because each of them has a different social security number.</p> <p>The records in Salesforce each have unique IDs as well. We ne... -
Creating new organization-wide email addresses
Updated on: Jan 17, 2023
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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.