Recent Updates
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Updated on: Aug 14, 2018
Button Block
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Updated on: Aug 14, 2018
Social Networks Block
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Updated on: Jul 24, 2018
Working with Locations
Manual Using the Sharing Portal -
Updated on: Jul 24, 2018
Creating a new Volunteer Opportunity
Manual Using the Sharing Portal -
Updated on: Jul 05, 2018
Working with Images (Overview)
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Updated on: May 31, 2018
Creating and Editing bilingual Volunteer Opportunities
Manual Using the Sharing Portal -
Updated on: May 30, 2018
Turning a list of new contacts into a team and signing them up administratively. (Batch creation 101)
The trickiest administrative chore is administratively taking a list of NEW contacts, adding them to a team, and then making connections for the team members. This post shows you the quickest way to accomplish this using Salesforce's new import wizard, along with advanced features in HandsOn Connect to quickly create contacts, a team, add the contacts to the team, and then make team connections for them! It's a multi-step process but when you have the right steps down, it can become quick and easy.
If the contacts already exist in the system you do not need Steps 1 and 2 below. For more info see the posts batch creating team members and batch creating connections
In this scenario we are discussing the 'bare bones' approach. You have a list of names, and just want to connect them to a team and an opportunity (and don't expect them to ever log in, create accounts, or manage themselves.)
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Updated on: May 30, 2018
Simple GDPR Notice (Sample)
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Updated on: May 29, 2018
Removing a Contact's access to log in
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Updated on: May 23, 2018
Social Contacts (Optional)
Social Contacts are a new feature in Salesforce as of Winter 2011. It is turned on by default for any salesforce customers who received their account after October 7, 2011.
If it is not turned on in your instance, your system administrator must enable social contacts: