On June 17th 2025, the HomeKeeper team hosted a 1.5 hour webinar to teach simple customizations to better tailor HomeKeeper to organization needs. The end users and accidental administrators who joined us learned to update help text, add new picklist values, customize a page layout, create a custom homepage, create a new list view, and integrate with Salesforce with Gmail or Outlook. 

View Training Slides

Resources 

Submit a HomeKeeper Support Ticket

HomeKeeper Resources

• Edit Help Text
• Change Picklist Values
• Edit a Page Layout
• Customizing the Homepage
• Creating a List View

Salesforce Resources 

• Quick Look: Email and calendar integrations
• Salesforce, GMAIL, and Google Calendar Integration
• Salesforce and Outlook integration 

Additional Resources 

These resources help answer questions that arose during the training. 

• Adding new fields 
• Additional Considerations for List View In-Line Editor
• Can emails in Salesforce be stored longer than the 6 month limit?
• Flow Basics