Recent Updates

  • Updated on: Jan 08, 2019

    Updating your company profile

  • Updated on: Jan 08, 2019

    When to add a new object

    <p>Just because you can add as many fields as you want to an object - it doesn't mean you should. The power of a relational database comes in being able to see related objects in the page view - so you don't want to add too many extra fields with lookups in the record detail itself.</p> <p>If you want to see a lot of different fields from different objects in one place, create a report!</p> <p>But what do you do you do if, for example, you want to start keeping track of tools that are being used at different occurrences? Do you add fields to keep track of the tools?</p> <p>NO. To fully leverage the power of a relational database you would create a new object: Tools.</p>
  • <p>Everyone does things just a little differently. That’s why it’s possible to customize language on HandsOn Connect's administrative side and in the premium partner portal to align with your organization’s terminology.</p>
  • <p>This article details the steps taken by System Admins to enable the Batch Create Functionality for Team Members and Connections.</p> <p><span style="text-decoration:underline"><strong>NOTE:</strong></span> The ability to batch create Team Members and Connections while making it easier to complete these steps have the potential to corrupt or duplicate your data. System Admins should only enable these features for trained users. It is <span style="text-decoration:underline">not recommended</span> that you enable this feature for Partner Staff. If desired you can use permission sets to enable it for designated staff and partner staff users.</p> <p>To learn more about <a href="https://help.salesforce.com/apex/HTViewHelpDoc?id=perm_sets_overview.htm&amp;language=en_US" target="_blank">permission sets, see this Salesforce post</a></p>
  • Updated on: Jan 08, 2019

    Default Workflow User

    <p>By default, workflows typically use one email address as the sender of email alerts in the system. This is called the default workflow user.</p> <p>(It's possible to change the sender of any email alert to other users in the system, but by default, its typically the default workflow user)</p> <p>If you have a staff person leaving the organization, before you can deactivate their salesforce license you'll need to designate someone else to be the default workflow user.</p>
  • <p>When a staff member at a partner staff leaves their position, and no longer should have access to their partner portal, you need to perform a couple of steps to do this.</p>
  • Updated on: Jan 07, 2019

    How to update your email templates

  • Updated on: Jan 07, 2019

    Setting the Default Workflow User

    <p>The Default workflow user's email address is set, by default, as the Sender of all email alerts send through workflows.</p> <p>It can be defined to be any licensed salesforce user in your organization - and typically is the System Administrator.</p>
  • Updated on: Jan 07, 2019

    Modifying Page Layouts

  • Updated on: Jan 03, 2019

    (Advanced) - Formula Fields

    <p>At Dreamforce, we were able to attend a session on formulas that was truly amazing. There are lots of posts and discussions about formulas and a great user group so if you need help trouble shooting a formula visit the Help &amp; Training section in your salesforce instance as well as http://www.developerforce.com.</p> <p>The formulas described below were presented at the Sept 22nd HandsOn Connect Community Lab. <a href="http://support.handsonconnect.org/entries/20112671-handson-connect-community-lab-announcements-and-agenda" target="_blank">Recording available here.</a> </p>