{"id":2362,"date":"2015-08-19T16:09:49","date_gmt":"2015-08-19T16:09:49","guid":{"rendered":"http:\/\/myhomekeeper.org\/?p=2362"},"modified":"2015-08-19T16:09:49","modified_gmt":"2015-08-19T16:09:49","slug":"homekeeper-salesforce-npsp-your-cheatsheet-and-resource-list","status":"publish","type":"post","link":"https:\/\/myhomekeeper.org\/homekeeper-salesforce-npsp-your-cheatsheet-and-resource-list\/","title":{"rendered":"HomeKeeper, Salesforce, NPSP? Your cheatsheet and resource list!"},"content":{"rendered":"

Resources You Need to Know<\/h1>\n

Whether you are a long time user of HomeKeeper or new to the HomeKeeper community, you want to make the most of your system. \u00a0 \u00a0You probably (hopefully) had some level of introduction to the system and perhaps were given some resources to help you. \u00a0 \u00a0If you are a newer user, this may have all been a bit overwhelming. \u00a0If you are a long time user, you may not remember what was shared with you AND the resources around the HomeKeeper environment may \u00a0have changed. This is our short list of resources for you to help you make the most of your system.<\/p>\n

HomeKeeper? \u00a0Salesforce? \u00a0Nonprofit Starter Pack? \u00a0 \u00a0What do I have? \u00a0What am I using? \u00a0Why are there so many different names?<\/i><\/h2>\n

You have them all. \u00a0Let me explain what each one is and provides for you:<\/p>\n

Salesforce.com<\/b><\/h3>\n

Salesforce.com is a constiutent relationship management (CRM) system. \u00a0It provides the base for tracking contacts, organizations, task, activities, and has incredible flexibility in letting customers customize their database to do whatever they can imagine. \u00a0 \u00a0It has a solid analytical system to customize reports and create dashboards. \u00a0 \u00a0 \u00a0Want to know more about why Salesforce is a good solution for Nonprofits? \u00a0 \u00a0Read Ten Benefits of Salesforce As A Nonprofit CRM<\/b><\/a>.<\/b><\/p>\n

HomeKeeper<\/b><\/h3>\n

HomeKeeper is one of the many \u201capps\u201d built on the Salesforce.com platform. \u00a0 \u00a0Think of your your phone. \u00a0Whether you have a Windows phone, Android phone or iPhone, you have your phone platform and you have added an \u201capp\u201d or two to make your phone more than a phone. \u00a0 \u00a0HomeKeeper is a robust program management app designed specifically for affordable homeownership programs. \u00a0 \u00a0It provides one place for all your property, homebuyer and program data, and oftentimes you won’t even realize you’re on Salesforce, because you do so much work within the HomeKeeper app.<\/p>\n

Nonprofit Starter Pack <\/b><\/h3>\n

The Nonprofit Starter Pack (NPSP) is an additional app on Salesforce managed and supported by the Salesforce Foundation. \u00a0This app provides basic fund development functionality along with functionality to track Contacts, Households and Accounts. \u00a0Read more about the the Nonprofit Starter Pack here<\/a>.<\/p>\n

Wow, that’s a lot! \u00a0Where do I go for help?<\/i><\/b><\/h3>\n

The great thing about being part of the Salesforce platform with the HomeKeeper and Nonprofit Starter Pack apps is that you are part of a large community of users throughout the world and in your own backyard. \u00a0 \u00a0 \u00a0This community can be helpful to you in so many ways \u20ac\u00a6.but you have to jump in.<\/p>\n

The HomeKeeper Community<\/b><\/h2>\n

\"hksupportedited\"<\/a><\/p>\n

HomeKeeper Support Forums \u00a0<\/b><\/h3>\n

The HomeKeeper Team has an online knowledge base that you can find at homekeeper.zendesk.com<\/a>, that includes how to articles, video trainings and answers to other HomeKeeper members’ questions. This is a knowledge base exclusively for the homeownership programs using HomeKeeper, so you’ll need to log in to access it.<\/p>\n

HomeKeeper Office Hours, New User Q&A Online<\/b><\/h3>\n

Twice a month, our team is available via webinar to answer user questions. We periodically theme office hours, but they’re open for you to ask any question you like. In 2015, we ! Topic specific trainings are always recorded and you can find the slides, recording and links in the HomeKeeper Training Forum.<\/p>\n

HomeKeeper \u00a0Webinar Trainings<\/strong><\/h3>\n

Want to learn about a specific Salesforce or program task in the context of HomeKeeper? That’s why we hold themed trainings about 6 times a year focusing on things like from grant reporting, to Chatter to how to create a rockin’ dashboard for your board.<\/p>\n