Recent Updates
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(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 & Training section in your salesforce instance as well as http://w... -
Adding Custom Fields to an Object
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Editing Picklists
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HandsOn Connect Standard "Starter" reports
<p></p> <p>Starting with Wave 8 - the HandsOn Connect Standard Reports are now found in the following folders: <br /> HOC Basic Reports <br /> HOC Custom Button Reports <br /> HOC Managerial Reports <br /> HOC Monthly Reports <br /> HOC Reports for Partners <br /> HOC Reports for Summary Detail ... -
Filtering on Dates - and how to deal with "Individually Scheduled Opportunities"
<p>Getting the right date filters so that you get the right information in a report can be tricky business. Here's a few tips:</p> <p>1) Decide exactly what the question is. <br />For example: When you say you want to know about the # of connections in 2011, what exactly are you asking? <br />H... -
Listing CMS Block (Advanced)
Updated on: Nov 25, 2018
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Image Slider
Updated on: Nov 25, 2018
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Featured Opportunity and Search Results Blocks - Set default images
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Standard Objects and Custom Objects
Salesforce comes with a number of Standard Objects that are part of of Salesforce. However Salesforce also allows you to create Custom Objects
The HandsOn Connect Application adds a large number of custom objects to Salesforce.
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Best Practice: Keep a record of all changes you make to HandsOn Connect and Saleforce
<p>Because of turnover in nonprofit organizations - its quite possible that the System Administrator who first customizes HandsOn Connect will move on and a new System Administrator will take their place. If problems or confusion result with HandsOn Connect in the future -- it can be very difficu...