HomeKeeper Knowledge Base

Introduction to Salesforce and HomeKeeper

Published April 14th, 2025 by Kathryne LeBell

In this article, you'll learn what Salesforce is, what HomeKeeper is, and how they both interact. You'll also learn the basic information that you need to get started with Salesforce. Salesforce CRM Salesforce is a cloud-based software company that provides customer relationship management (CRM*) software and applications focused on sales, customer

User Management for HomeKeeper

Published February 21st, 2025 by Kathryne LeBell

One of the most important roles of a Salesforce Administrator is user management. This article covers the basic Salesforce User management needed for HomeKeeper usage. User Management Video Tutorial Your browser does not support HTML5 video. NOTE: Check out this Salesforce Trailmix for an in-depth review of User Management! User Management Overv

Security and Permissions

Published February 24th, 2025 by Kathryne LeBell

Salesforce and HomeKeeper offer a variety of tools to give you control over who can access which pieces of data. Some of these tools are better for granting access, while others are better for revoking access. This article discusses HomeKeeper's default access and provides an overview of these tools and how to use them. NOTE: This Salesforce Trailhe

Intro to List Views

Published April 28th, 2025 by Kathryne LeBell

List Views are a great tool that allows you to quickly view selected lists of records and make mass updates to them. Each primary HomeKeeper Object includes several custom List Views. This article also provides guidance on creating your own. NOTE: This is a part of the series Administrative Tasks to Maintain Your HomeKeeper Overview When you cli

Mass Editing with List Views and Reports

Published June 12th, 2025 by Kathryne LeBell

If you need to make changes to multiple records at once, you have a couple of ways to do that. This article covers how to mass edit using list views and reports. NOTE: This is a part of the series Administrative Tasks to Maintain Your HomeKeeper Mass Edit Using List Views You can edit the values of multiple records at once using a List View. Th

Create a Custom Field

Published July 30th, 2025 by Kathryne LeBell

If there is a piece of information that you want to track that isn't already being captured in HomeKeeper, you can add your own custom field. This article will walk through adding new custom fields. Video Tutorial Your browser does not support HTML5 video. Step-by-Step Instructions 1. Click on a tab for the Object where you want to add a new field I

How to Get Salesforce Prior to Getting HomeKeeper

Published May 16th, 2025 by Kathryne LeBell

HomeKeeper is an application installed on the Salesforce Platform. Before you can get started with HomeKeeper, you need a Salesforce instance. This article walks you through obtaining Salesforce. If you are a qualifying Nonprofit organization, you will also follow the instructions on how to apply for your 10 free licenses! Apply for the Salesforce P

HUD Connect Release Notes

Published March 27th, 2025 by Kathryne LeBell

HUD Connect is updated separately from HomeKeeper. Each version is located in a separate tab which includes the upgrade link, a list of all changes, and any action required on your part to complete the upgrade. See the chart at the bottom for which version of HUD Connect runs on which version of HomeKeeper. NOTE: HUD Connect is an additional app tha

Edit Fields, Sections, and Related Lists on Your Page Layout

Published July 30th, 2025 by Kathryne LeBell

Page layouts determine what information appears on a page, including fields, related lists, and buttons. HomeKeeper provides default page layouts, but you can edit them: add or remove fields, change the placement of fields, and change the sequence of fields. Video Tutorial Your browser does not support HTML5 video. Step-by-Step Instructions 1. Go to

Managing the HomeKeeper Configuration

Published February 21st, 2025 by Kathryne LeBell

This article provides a summary of the HomeKeeper Configuration process - when HomeKeeper Support Staff will work with you to set up HomeKeeper for your organization's specific needs - and key steps and information for you as the Salesforce and HomeKeeper Administrator. Configuration Timeline Configuration occurs during the Installation and Customiz

Grant Temporary Access to HomeKeeper Support

Published April 14th, 2025 by Kathryne LeBell

When receiving help from HomeKeeper Support, we may request login access to your organization. This allows us to view your instance from your perspective. This article provides instructions on how to grant temporary login access. Video Tutorial Your browser does not support HTML5 video. Step-By-Step Instructions 1. Click on your User Profile in

Spring 2025 (Version 2.15) Release Notes

Published March 25th, 2025 by Kathryne LeBell

2.15 is the latest version of HomeKeeper at this publishing. This is a smaller update, with bug fixes, additional automations, and an important language update affecting several fields. There is a manual update required to align with HomeKeeper's language update. The below release notes include the newest HomeKeeper feature highlights, the link you'

Editing Choices on Drop-Down Menus (Picklists)

Published July 30th, 2025 by Kathryne LeBell

This article will explain how to add options to multiple-choice fields, called “Picklists,” in Salesforce. If you want to collect information in a multiple-choice/dropdown format, you'll use a “Picklist,” a type of Salesforce field that you can read more about in this Trailhead module. There are some picklist fields included with HomeKeeper, and as

Close a Counseling Case

Published May 16th, 2025 by Kathryne LeBell

After reading this, you will be able to choose the appropriate "Status" to close a counseling case from the Counseling/Education record. You will also learn when it is appropriate to close a case, open a new case for the same client, and when to re-open a case. NOTE: A CLOSED Counseling/Education record is included in HUD reporting when: The "Repor