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Kathryne LeBell
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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
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'
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
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
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
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
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
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
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
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