Recent Updates
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Updated on: Jan 17, 2023
Testing Email Templates and Verifying Merge Fields
The easiest way to test the content and merge fields in your email templates is to simulate the conditions under which they are sent from the public site using a test account. That'll absolutely show you what happens.
Salesforce does provide a way to test from the email template interface -- but it can be a little tricky. Here's what you need to know.
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Updated on: Jan 17, 2023
How to Change Your Opportunity Approval Manager
If you have recently made or are about to make staffing changes to your Opportunity Approval Manager, please follow these steps to transition HandsOn Connect to the new approval manager. These steps will ensure that your new Opportunity Approval Manager gets all the notifications they should of new opportunities and occurrences being submitted and of changes to existing opportunities and occurrences. If the new approval manager is new to your staff you will first need to set them up with a user login for Salesforce and then follow the steps below.
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Updated on: Jan 17, 2023
Using views to update organizations, contacts and connections
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Updated on: Jan 17, 2023
Uploading Users into HandsOn Connect Using the Apex Data Loader
This lesson assumes that you have already imported contacts into the system for the users that you wish to create and that you have already set up the Apex Data Loader.
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Updated on: Jan 17, 2023
Bulk Uploading Connections with the Apex Data Loader
The Apex Data Loader is currently the only way to bulk upload Connections into HandsOn Connect. This walks you through connecting a list of Contacts to a specific Occurrence. The tutorial assumes that you have basic knowledge of Salesforce reporting and that you have set up the Apex Data Loader.
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Updated on: Jan 17, 2023
Counting the number of object records in a report
HandsOn Connect has hidden fields that allow you to easily count the number of objects in a report.
There are "number of" fields for:
- Number of Contacts
- Number of Organizations
- Number of Connections
- Number of Occurrences
- Number of Volunteer Opportunities
For example, in a report that shows all the occurrences that took place in a given time period, you could group the occurrences by the volunteer opportunity name -- but what if you wanted to know how many volunteer opportunities that represented?
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Working with Numbers - Sums, Averages, Min and Max
Number fields can be summarized so that you are able to see summaries of numeric information --
Manual Reports and Dashboards -
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?
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Report Folders With Special Characterisics
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
(Advanced) Report Types recommended for use in your reports
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.
Manual Reports and Dashboards