SALESFORCE GUIDES and CHEATSHEETS

Implementing Volunteers for Salesforce

Link to Implementation Process Documentation Google Doc

User Guide

This is our most recent User Guide. It is always a work in process.

This big boy has everything you'll need to know (well, as far as we've come to document our Salesforce instance). For quick guides on specific topics / tasks scroll down the page...

Click on the Image or Download the User Guide in Word Format

Please check back often and please send your suggestions, corrections and great new ideas to our Salesforce Administrator→

Training and Troubleshooting Guides

Salesforce Boot Camp: Just the basics for new users. Our go to training tool for new volunteers.

Reports: how to create basic reports

Gifts In Kind: How to record the donation of "stuff" - anyone can do it!

Contacts

Creating a New Contact Record

Client Pictures: How to edit and add a client's picture to their Contact Record

Families and Organizations

Creating a New Family, Account, Business, Church, or Organization

Adding a New Member to a Family and creating Relationships between Contacts

Splitting a Family Account: What happens when a "family" breaks up - how to split a family into individual Contacts and create a new Family Account

Duplicate Families, Organization, and Contacts: What happens when in our enthusiasm we've created a duplicate individual "account" (which creates a new family), family, or organization - how to combine all records into one and delete the duplicate

admin tips

Adding Badges (icons) to Salesforce: our brains process images 60,000 times faster than words. Add badges to Salesforce for a quick look at almost anything, for warnings, reminders, etc... This includes the formula for our Quick Look badges.

Badges (icon) Files: This is a file folder in our google drive.

Power of One: The single most important formula you need to know. The Power of One adds a very simple formula field (=1) to Contacts and Accounts. Now, you can quickly and easily report out non-duplicated clients. Google "Salesforce Power of One" - you'll find one of many write ups that will make sense and work for you.

Process Flows: Before we even started working on our Salesforce instance our "guide" Ashima Saigal of Database Sherpa → encouraged us to examine how and why we do everything and every activity and to document that in a process flow diagram. We learned a lot about how we were doing "business". In the case of our Drop-In Center, we completely changed our approach and open hours. Today, we are much stronger in carrying out our mission of helping our friends take their own next steps. Here are a couple of our flow diagrams:

Drop-In Process Flow: This was our fifth of seven revisions and includes notation and questions for Ashima.
Drop-In Center Donation Process: One of our early flow to documents how volunteers and staff receive and record cash and Gifts In Kind

Scanner: We use a Fujitsu ScanSnap S1300i mobile document scanner. The scanner has a utility that allows you to scan documents directly into Salesforce.