Recent Updates
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Updated on: Nov 08, 2018
Caution: Don't Delete Records without understanding the relationships between records
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Manage Your Tasks, Events, and Email
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
My Email Settings
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Working with List Views
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Some Handy Ways to Filter a View Based on Dates
Manual Getting to know Salesforce -
Updated on: Nov 07, 2018
Understanding Teams
We looked at how teams are handled on the public site back in our first training. But let's dive a little deeper into how team's work in HandsOn Connect.
Teams are a way to group people who want to volunteer together. Teams have the following advantages:
They provide a way to gather statistics around a 'group' of people
- Like all the employees, spouses, family and friends of a sponsor-organization that comes out to a day of service to volunteer together.
They provide a way for a group leader to manage a 'team' of volunteers
- Example: A Corporate Team may want a single person in the organization to take responsibility for 'signing up' multiple people from the organization for a volunteer opportunity
- Civic teams, fraternities, or sororities. Usually one person is trying to arrange and manage the sign-up of their entire group.
- Teams are a great way to manage Families. since volunteers under the age of 13 cannot manage their own account, a parent or guardian can create a family team to manage signing up their minor children for family-friendly volunteer opportunities
Manual Teams -
Updated on: Nov 05, 2018
Viewing or Editing Volunteer Teams and Participation
Manual Teams -
Updated on: Nov 07, 2018
Creating Volunteer Teams
Volunteer Teams make it possible for one person, the Team Captain, to sign-up others for volunteer opportunities. This creates an easy way for a family to volunteer together (and makes it possible for a parent to sign up children under the age of 13 for age-appropriate opportunities since federal law does not allow accounts on the site for those under 13).
Teams are also used by corporate groups (where one person wants to handle the sign-up of an entire group of employees) and college clubs.
The teams above are typically "private" teams - meaning the team captain invites people to be on the team and takes responsibility for them.
The system also supports "public" teams - which anyone may search for and join. Public teams provide a way for people to group themselves together for the purposes of communication and to make it possible to report on the activities of the 'team".
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Updated on: Nov 06, 2018
Administratively Adding Team Members
Manual Teams -
Updated on: Nov 06, 2018
Understanding Salesforce Record Layouts
Manual Getting to know Salesforce