Recent Updates
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Updated on: Jan 18, 2023
November 2015 Monthly Release Notes
Manual Release Notes -
Updated on: Jan 18, 2023
2.5 Release patches 6 & 7
Manual Release Notes -
Updated on: Jan 18, 2023
Creating a Sandbox
This article provides steps for configuring HandsOn Connect to work in a Sandbox.
For information on how to create a Sandbox, click here for Salesforce.com documentation.
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Updated on: Jan 18, 2023
2.5 Release Patch 5
Manual Release Notes -
Updated on: Jan 18, 2023
2.5 Release Patch 4
Manual Release Notes -
Updated on: Jan 18, 2023
2.5 Release Patch 3
Manual Release Notes -
Updated on: Jan 18, 2023
Adding charts to page layouts
In its Winter '14 release - Salesforce has made it possible to embed charts into a page layout. These charts can display useful overview data to give you visual information about a record you are viewing.
Charts can be added to page layout in any object... but let's show an example of creating a chart to embed in the contact record:
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Updated on: Jan 18, 2023
How can I create a report on connections and only see contacts where their registration answer has a specific value?
Sometimes you want to get a report on hours served, but only want to see SOME of the volunteers, based on their answer to a custom registration question.
Unfortunately, the relationship of connections to contacts, and registration answers to contacts makes it impossible to pull the answer to a registration question into a report involving connections.
However, you can use cross-filters to limit the report results and see only connections associated with SOME contacts.
Example: Let's say you had a custom registration question that asked volunteers if they had a relationship with the University of Georgia. You can then create a cross filter that looks through ALL the registration answers and only brings in records with an appropriate picklist value.
Manual Reports and Dashboards -
Updated on: Jan 18, 2023
2.5 Release Patch 2
Manual Release Notes -
Updated on: Jan 18, 2023
Creating a report to import connections for team members
If you have enabled the advanced feature that allows for batch importing connections, you'll want a report that allows you to get the Contact ID and Team Member ID for contacts you want to batch create team connections for. Here's the basics of such a report:
Manual Reports and Dashboards