Webinar: Admin Tasks to Maintain Your HomeKeeper (February 2024)
Table of Contents
On February 29th 2024, the HomeKeeper team hosted this one-hour webinar to review basic administrative functions needed to keep your HomeKeeper working efficiently. The training included an overview of routine tasks and responsibilities for administrators, breakout sessions (101 and 102) with demos and resources, demonstrations on adding basic customizations, and best practices for documentation.
View Training Slides
General Resources
- HomeKeeper Support Article: Administrative Tasks to Maintain Your HomeKeeper
- Admin 102 Breakout Slides
- Trailhead: Learn about the Salesforce Admin Role
Staying Up to Date
- HomeKeeper Specific Tasks
- Upgrade to the latest version of HomeKeeper! Review release notes to upgrade and learn about new features and manual updates. (How to check what version of HomeKeeper you’re on)
- Create new AMI records each year and notify users
- Housing Counseling Specific Tasks
- Add the latest NOFA grant and update Counseling/Education records
- Salesforce Updates and Monitoring
- Monitor Salesforce releases for announcements and new features
- Monitor Licenses and Data Storage
Continue Your Admin Learning
- Join Trailhead, and start earning badges
- Check out HomeKeeper’s “Trailmix,” Salesforce Basics for HomeKeeper Users.
- Consider becoming a certified Admin
- Who Sees What: User Access Video Series
Other Articles Referenced
- How to Create New User or Change Existing User
- Mass Edit Records Using List Views (in Lightning)
- How to edit the page layout
- How to Change Picklist Values