Recent Updates
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Understanding Teams
Updated on: Nov 07, 2018
<p>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.</p> <p>Teams are a way to group people who want to volunteer together. Teams have the following advantages:</p> <p>They provide a way to... -
Viewing or Editing Volunteer Teams and Participation
Updated on: Nov 07, 2018
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Creating Volunteer Teams
<p>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 fed... -
Administratively Adding Team Members
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Understanding Salesforce Record Layouts
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Object Home Pages
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Search for data in Salesforce
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The Salesforce Interface
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Adding Your Staff as Users to Salesforce
<p>Each member of your internal staff needs a SalesForce license to access and use the system.</p> <p>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 n... -
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