Salesforce for the LightHouse
Welcome to Salesforce for the LightHouse!
Contents:
| Section |
| 1. Getting help |
| 2. Logging into Salesforce |
| 3. Getting oriented |
| 4. Tab headers: The life of a student at the LightHouse |
| 5. Finding a record |
| 6. Browsing records |
| 7. Viewing/Editing information |
| 8. Creating a new record: Staff Units of Service |
| 9. Deleting a record |
- Getting help
This page attempts to provide some basic information about Salesforce for the LightHouse. If you need assistance or have more specific questions, please contact the System Administrator directly.
- Logging into Salesforce
Browser: Firefox is the preferred browser for Salesforce. Minimum requirements: Firefox 41 and Jaws 16. See IT if you do not have Jaws 16 or later.
Website: https://login.salesforce.com
This is the login for everyone. Link is on Intranet or bookmark for future convenience. Keyboard command to bookmark, Ctrl-D.
Login credentials:
username: your work email address (e.g., kishimaru@old.lighthouse-sf.org)
password: your Salesforce password (you will receive an email to create a new password)
Note: Passwords must be at least 8 characters and a mix of numbers and letters.
Forgot your password?: Clicking this link will prompt you for your username (email address) and send a temporary password via email.
‘Remember Me’ checkbox: Check to auto-fill username whenever you log in – speeds up logging in.
Verification code: Salesforce may require a Verification Code when logging in from a new device. The verification code will be sent to your email.
Security: Salesforce contains sensitive and confidential information, so remember to exercise common sense in protecting this information.
- Getting oriented
The interface in Salesforce can be divided into four main areas: Header, Tab Headers, Sidebar, Main Content. Each section has a heading, accessible by Jaws using heading navigation.
Header: Top area contains links for My Settings (changing your password, updating your contact info, changing accessibility options) and a link to Logout.
Tab Headers (Tab Navigation): Navigation region has a heading level 1 called, “Tab Navigation.” Tab headers that contain different types of information or ‘objects’ in Salesforce. The Home tab (first tab) contains information specific to you: your tasks, your calendar events, etc.
Sidebar: Sidebar has 4 headings, Shortcut, Recent Items, Custom Links, and Messages and Alerts. These are links to recently viewed records and other shortcuts.
Main Content: Accessed by locating the second heading level 1 or selecting the “Skip to main content” anchor link at the top of the page. This is the area inside of the selected tab.
- Tab Headers: The life of a student at the LightHouse
- A prospective student calls up to inquire about services/classes: Inquiry
- LightHouse staff follows up. The person is interested! Contact information is collected: Contact
- LH staff also finds out program-related information about the person’s background, their vision, conditions that could affect their participation: Profile
- LH program staff meets with the student when they enter a program to ask program-specific questions and find out their goals for the program: Participation
- Finding a record
Global search: The Header contains a global search field. Type the name of the person you wish to find and click the Search button.
Ex: Glover
Search by first or last name, search for partial names by using the wildcard * symbol.
Ex: smit*
Search results: Results appear in the Main Content area organized by type of record. It might look like this:
Contacts (3)
Mr. John Smith
Ms. Kim Smith
Maggie Smith
Organizations / Households (3)
Kim Smith
Maggie Smith
John Smith
…
- Browsing records
Tabs: Select a tab in the Tab Headers. The Main Content area should display a list of ‘Recent’ records that you have viewed.
Views: Browse a particular list of records by selecting a ‘View’ and click the ‘Go’ button.
Create/Edit Views: You can edit a list view or create a new one by clicking on the Edit/Create New View links next to the Go button. Only you will have access to this View.
- Viewing/Editing information
Record Detail: Click on a record to open it. The information displayed will generally be organized by Section Headers.
Related Records: Other records related to this one will be displayed at the bottom of the page.
Ex:
Contact Detail (Kim Smith)
- Contact Information Section
- Name: Kim Smith
- Nickname: Kimmie..
- Address Information Section..
Notes & Attachments (related notes & files uploaded)
- Creating a new record: Staff Unit of Service
- Select the Staff Unit of Service
- Click the New button in the Main Content area (UNDER ‘View’).
- Select the Type of Staff Unit of Service you are entering. Click Continue.
- Enter your information
- Activity: Select from the drop-down list;
- Date of Activity: Use the drop-down calendar or type in a date. To enter today’s date, click on the link for today’s date next to the field.
- *Location: This is a Lookup Click on the magnifying glass icon/link next to the Location field. This will bring up a new ‘Lookup’ window. In the Search field, type a word or letters to search on.
Ex:
Ligh*
This will result in LightHouse locations: LightHouse Headquarters (SF), LightHouse of Marin, LightHouse of the North Coast.
Note: Your selection will appear as a type-ahead option in the Lookup field next time.
- When you are done entering information, click Save to save your record. Click Save & New to save and create a new Staff Unit of Service.
- Deleting a record
You can request that a record be deleted:
- Select the record you wish to delete;
- Click the Edit button;
- In the System Information section, click ‘Request Delete’ checkbox and enter your ‘Reason for Deletion’;
- This will alert the system administrator to delete the record, which may take a few days or up to a week.