Recent Updates
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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 -
Updated on: Nov 06, 2018
Object Home Pages
Manual Getting to know Salesforce -
Updated on: Nov 06, 2018
Search for data in Salesforce
Manual Getting to know Salesforce -
Updated on: Nov 06, 2018
The Salesforce Interface
Manual Getting to know Salesforce -
Updated on: Nov 06, 2018
Adding Your Staff as Users to Salesforce
Each member of your internal staff needs a SalesForce license to access and use the system.
Most people in your organization should be set-up in the staff role. Depending on your organization, you may choose to have additional administrative users. The System Administration role is necessary to:
- Customize Home Page, navigation, add additional pages to public site, etc
- Add additional users
- Customize functionality and workflows of HandsOn Connect and Salesforce
Note: We recommend limiting System Administrator access to people who absolutely must have direct access to this functionality. System admins should be fully trained in HandsOn Connect administration to avoid accidentally harming your system. Give "staff" access to all others. When staff needs something changed that is outside their 'role' access -- they should see their system administrator to request those changes.
Note: Are you adding a new user because you are deactivating an existing user and turning over their responsibilities to the new user? If so - consult the advanced system administrator guide for the appropriate posts on How to Update or Change internal and Partner Staff.
Manual Getting to know Salesforce -
Updated on: Nov 06, 2018
Trailhead - the best way to learn Salesforce
Manual Getting to know Salesforce -
Updated on: Nov 05, 2018
Registering to be a Partner Organization
Organizations that wish to post volunteer opportunities on your webiste and manage volunteer sign-ups first need to register to be a partner organization
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Updated on: Nov 05, 2018
Signing up for date and time specific opportunities
Clicking on sign-up from an opportunity detail page initiates the sign-up process:
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Updated on: Nov 05, 2018
Self-Reporting Volunteer Hours
Volunteers Can Self-Report service hours for Volunteer Opportunities that weren't found on your public site. THis enables them to keep a complete volunteer history on the site.