Recent Updates
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Automate marking 'Not Attended" Connections
Updated on: Feb 06, 2019
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Prerequisite Opportunities
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Troubleshooting HandsOn Connect - (The 7 commandments of HandsOn Connect)
<p>Is your calendar not showing up on the public site? Are searches taking you to error pages saying :You must be logged in to view this page?". Are you getting cryptic error messages about "missing rows"? Most errors that occur in HandsOn Connect stem from violating a few simple rules that 'b... -
HandsOn Connect Profiles (Public Site and Sharing Portal Overview)
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Updating your company profile
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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 yo... -
Changing the labels and values of fields and Picklists using Salesforce Translation
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Enabling Batch Create for Team Members and Connections
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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. <br />(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> ... -
What to do when a Partner Staff leaves one organization and goes to another
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.