Recent Updates

  • Number fields can be summarized so that you are able to see summaries of numeric information --

  • Updated on: Jan 17, 2023

    Views vs Reports

    So far we've talked about "Views" as a way of looking at multiple records of data at once.

    But Views have limitations.

    The deepest view of data is found in reports.

    What are the differences?

  • When selecting report types - you can choose from standard report types created by Salesforce, custom report types you create on your own, or these special report types we've created for maximum flexibility with HandsOn Connect.

  • Updated on: Jan 17, 2023

    Video: Data Bucketing

    Data Bucketing lets you quickly categorize report records without creating a formula or a custom field. When you create a bucket field, you define multiple categories (buckets) used to group report values. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.

  • Use cross filters to filter a report by an object's child objects using WITH or WITHOUT conditions. For example, filter a report to show just accounts with cases, or contacts without activities. You can apply cross filters by themselves, or in combination with field filters.

    Note that filter logic applies only to field filters—not cross filters. You can create up to three cross filters per report.

    Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to see just those opportunities. You can create up to five subfilters for each cross filter.

  • Updated on: Jan 17, 2023

    Video: Building Matrix Reports

    Matrix reports are similar to summary reports but allow you to group and summarize data by bothrows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to comparevalues in several different fields, or you want to look at data bydate and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

  • Sometimes you might want to track volunteer opportunities, occurrences and connections strictly on the back end of the system. This is sometimes true for corporate events where volunteers will not be interacting with the website, but you still want to keep track of who volunteered and how many hours they served.

    This can be done by placing a volunteer opportunity and its occurrences in Admin Status.

  • Updated on: Jan 17, 2023

    Email Logs in Salesforce

    How many times have you had a volunteer tell you they never received a particular email when you're pretty darn sure it was sent? Ever wished you could check? Well you can. Salesforce allows you to run a log of emails sent from the system. Email logs are CSV files that contain information about all email sent through Salesforce over the last 30 days. Read on to learn how to run an email log.

  • Volunteers who 'express interest' are sent an email notifying them that their interest has been communicated to the partner organization.

    After the partner organization confirms or denies the volunteer, email messages are sent notifying the volunteer: