HandsOn Connect Documentation

Recent Updates

Removing a Contact's access to log in
Updated on: May 29, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Granting Contacts access to the public site and/or Sharing Portal Removing a Contact's access to log in
Social Contacts (Optional)
Updated on: May 23, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Contacts Social Contacts (Optional)
facebook linkedIn social contacts twitter
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:
Adding a new contact from the organizational record
Updated on: May 23, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Contacts Adding a new contact from the organizational record
Business Address Home Address wrong address
Related Lists in the contact record
Updated on: May 23, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Contacts Related Lists in the contact record
answers contacts skills
Creating / Editing a contact record
Updated on: May 23, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Contacts Creating / Editing a contact record
contacts demographic
The HOC Customer Record
Updated on: May 23, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Organizations The HOC Customer Record
HOC HOC_Customer
How to install the Occurrence Name/Description Feature
Updated on: Apr 18, 2018
- System Administrator Resources Advanced System Administrator Guide Enabling Advanced Features How to install the Occurrence Name/Description Feature
Home Page
Updated on: Apr 13, 2018
- Training for All Users (staff and administrators) Using the Sharing Portal Sharing Portal Home Home Page
Importing Occurrences via the Data Loader
Updated on: Apr 11, 2018
- System Administrator Resources Data Management for Salesforce Administrators (Advanced) Using the Apex Data Loader Importing Occurrences via the Data Loader
apex data Data import data loader data management occurrence opportunities update
Creating a New Organization - (selecting the organization record type)
Updated on: Apr 05, 2018
- Training for All Users (staff and administrators) Working with Contacts & Organizations Organizations Creating a New Organization - (selecting the organization record type)
Business individual nonprofit organization record type