Here's how to get to the right app ("HomeKeeper" for homeownership features, or "Housing Counseling") Salesforce Lightning: click the App Menu in the upper left corner, type in app name, and select from Apps list Salesforce Classic: Click on the App Menu (blue oval) in the upper right hand corner and select HomeKeeper.
Full Answer
What can I do with the Salesforce mobile app?
The Salesforce mobile app puts key data and features at your disposal, wherever you are. But there are business activities that are probably better done from your laptop or desktop. To see data or use actions that aren’t available in the mobile app, use Lightning Experience or Salesforce Classic instead.
What version of Salesforce mobile home should I use?
Tip For bests results, use Mobile Home with the 234.000 version of the Salesforce mobile app or later. Note If you haven’t enabled any Lightning apps for mobile, you can use the Mobile Only navigation method instead. Mobile Home is automatically configured for each of your users based on how they use Salesforce.
Who is using homekeeper?
HomeKeeper is in use by over 100 organizations. Data and program outcomes from HomeKeeper is aggregated and shared via the HomeKeeper National Data Hub. We are a two-time awardee of the Salesforce.Org Force for Change grant program.
How to reorder connected apps in Salesforce Lightning app?
It can be reordered just like other areas in the app by tapping the Edit button on the current Lightning App. Admins can disable user's access to Mobile Home enablement from Setup. In the Quick Find, enter Connected Apps then select Manage Connected Apps This navigation item only appears in the Salesforce mobile app and not for desktop users.
The Big Picture
This sample contact record has just a bit of basic information. While all that information works together seamlessly to display this contact, it's actually built from three separate packages: HomeKeeper, the Nonprofit Success Pack, and Salesforce itself (the Force.com platform).*
What is Salesforce?
Salesforce is a client management relationship (CRM) system that includes basic functionality around tracking accounts and contacts, building reports, and a lot more that we won't get into just yet.
Three things you should know about Salesforce
Accounts are super important to salespeople, so Salesforce is designed with accounts at its core. Every contact should have an account, and deleting an account will automatically delete all related contacts.
Where to Find Salesforce Help
The Help & Training link at the top right corner of your screen will take you to Salesforce.com's support. To get started you might want to visit the Learning Center, which has lots of feature overviews and interactive training about Salesforce features.
What is the Nonprofit Success Pack?
The Nonprofit Success Pack is actually a set of packages that work together to adapt Salesforce to support nonprofits. These packages handle things like donation tracking and managing households. They also help nonprofits work in Salesforce's account-centric world by automatically assigning contacts to accounts when one isn't specified.
About Account Models in the Non-Profit Success Pack
HomeKeeper is built to function with an Account Model. Often, HomeKeeper users are using an Account Model from the NPSP.
Where to get NPSP help
The best place to find support for the Non-Profit Success pack is to look in the Power of Us Hub. You can log in using your Salesforce login and going to powerofus.force.com. Many organizations configure the NPSP for program management - HomeKeeper users accomplish this using our prebuilt app.
What is HomeKeeper app?
HomeKeeper is a managed package app on the Salesforce App Exchange that was built by Grounded Solutions Network, and that standardizes the way affordable housing programs track data, measure outcomes, and implement effective property and homeowner stewardship practices. Participating HomeKeeper organizations seamlessly share social impact data with the HomeKeeper National Data Hub, where data is aggregated and shared across the sector.
Who is the lead developer for HomeKeeper?
DaizyLogik, the lead development partner for HomeKeeper, was specifically tasked with ensuring that the code and structures behind HomeKeeper supported data collection and processing for HUD submission and fulfilled the requirements of Salesforce’s rigorous vetting process.
