Recent Updates
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The HOC Customer Record
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How to install the Occurrence Name/Description Feature
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Home Page
Updated on: Apr 13, 2018
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Importing Occurrences via the Data Loader
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Creating a New Organization - (selecting the organization record type)
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How do organizations get added to your data?
Organizations can be added to the system in one of three ways:
By an organization registering themselves on your public site
By your staff or system administrator adding them to your data
Through importing data from an external source -
Organization Record Basics
<p>In Salesforce, there are two main record types that are the backbone of its database: <br />Accounts and Contacts. </p> <p>Every contact in the system MUST be associated with an account or you are unable to save the record! <br />Contacts are typically associated with the organization that t... -
What is the HOC Flex Configuration?
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Granting one contact partner staff access to manage multiple organizations in sharing portal
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Enabling ability for one contact to serve as partner staff for multiple organizations