Recent Updates
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Updated on: Mar 02, 2022
Chatter for Help & Training
<p>Best practices for using Chatter to ask questions & request help.</p>Manual Help & Training -
Updated on: Mar 02, 2022
Chatter (Basics)
<p>An overview of Chatter in Salesforce & how it can be used in for communication & collaboration. </p>Manual Help & Training -
Updated on: Mar 01, 2022
Navigating the reports tab
Manual Reports -
Updated on: Feb 18, 2022
Seminar Readings Production Process
Manual Managing Seminars -
Updated on: Feb 16, 2022
Reports Basics
Manual Reports -
Updated on: Feb 15, 2022
Add Seminar Readings
Manual Managing Seminars -
Updated on: Feb 15, 2022
Seminar Checklist
Manual Managing Seminars -
Updated on: Feb 08, 2022
Special Events and Special Event Attendees
Manual Managing Seminars -
Updated on: Jan 31, 2022
Create a new Affiliation between a Contact and an Organization
<div class="step" data-step-uuid="1ca25cf4-9698-451f-b238-d13fb52cb4dc"> <div class="instructions"> <p>The Organization Affiliation record links together Contacts and Organization records. To create this connection, remember that both the Contact and the Organization records need to already exist.</p> <p>See the official Salesforce NPSP documentation here: <img src="filesystem:chrome-extension://fdpohaocaechififmbbbbbknoalclacl/temporary/screencapture-powerofus-force-com-articles-Resource-NPSP-Add-and-Manage-Organization-Accounts-1436306007993.png" alt="" /><a href="https://powerofus.force.com/articles/Resource/NPSP-Add-and-Manage-Organization-Accounts#!#Create%20or%20Modify%20Affiliations">https://powerofus.force.com/articles/Resource/NPSP-Add-and-Manage-Organization-Accounts#!#Create%20or%20Modify%20Affiliations</a></p> </div> </div>Manual Learn about Standard Objects -
Updated on: Jan 31, 2022
Create a new Relationship between two Contacts
<p>Use "Relationships" on Contact records to link together two contacts and specify their relationship.</p> <p>See the official Salesforce NonProfit Starter Pack documentation here: <a href="https://powerofus.force.com/articles/Resource/NPSP-Creating-New-Relationships">https://powerofus.force.com/articles/Resource/NPSP-Creating-New-Relationships</a></p>Manual Learn about Standard Objects