Recent Updates
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How to Change Your Opportunity Approval Manager
<p>If you have recently made or are about to make staffing changes to your Opportunity Approval Manager, please follow these steps to transition HandsOn Connect to the new approval manager. These steps will ensure that your new Opportunity Approval Manager gets all the notifications they should ... -
Using views to update organizations, contacts and connections
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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.
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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 --
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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?
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Report Folders With Special Characterisics
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(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.
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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...