Procedures

Step-by-step procedures for common activities.

Articles (14)

Add a New Contact

A field-by-field CAHRS-specific walkthrough of the Contact object.

Edit a Contact

Edit an existing Contact record.

Add a New Account (Company)

A field-by-field CAHRS-specific walkthrough of the Account object.

Edit an Account (Company)

Edit an existing Account.

Make a company a member or remove a company as a member

How to manage CAHRS membership status on Account (company) records in Salesforce.

Manually Register a Contact for an Event

Manually register for an vent in case someone is not able to register via the web site.

View Primary Contacts for Member Companies and Generate Primary Contact List as Word Doc

Use the CAHRS-Primary Active Contact view and also acquire the document that is a list of all primary contacts.

View Contacts in a Variety of Ways Using the CAHRS Home Tab

Viewing data from the CAHRS Home Page.

View Email Subscribers

Use the Email Subscribers View.

Set up a new CAHRS Event

Create a new event from an Outreach Activity Form.

Edit an Existing Event

Edit existing events.

View Participants (Registrations)

Viewing Participant (registration) records in Salesforce

Controlling Event/Class Behavior on the Web

Controlling Event/Classes on the Drupal Website via fields in Salesforce.

How Hierarchical Companies Work

Explains how Hierarchical Companies Work via the Master Account.