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Starting July 2026, multi-factor authentication (MFA) will be required for all Salesforce/HomeKeeper Users. This article will define MFA and walk you through the accepted types of MFA. What is MFA? Multi-factor authentication (MFA) ensures a user’s identity by requiring multiple “factors” during the login process. The first factor is something a use
Permission Sets are Salesforce's recommended method for managing access to your system. During your configuration, the HomeKeeper Team deploys permission sets that grant access to everything HomeKeeper-related. This article covers the different types of Permission Sets we provide, what their uses are, and how to modify these and create your own. Per
Starting Summer 2026, Salesforce added additional requirements for verifying the domain of the email that you use to send emails from Salesforce. This article provides an overview of the requirements and how to verify your email address. Domain Verification Overview In this context, domain refers to the part of the email address that comes after @.
HomeKeeper typically releases one version per year, with new features and improved functionality. Upgrades are always free. We announce upgrades to primary contacts and through our newsletter. If you've missed multiple versions, upgrading may seem overwhelming. This article walks you through this process. Best Practices for Upgrading NOTE: You only