Client Services Salesforce

May 18, 2016 - Updates (Version 2)

Updated on

Needs Assessment

Updated the flow and order of questions

Classes and Groups

The ability to track available classes and groups as well as track attendance from our clients. We established record types and system permissions based on profiles for each record.

Added custom link to view classes / groups

Auto Bed Assign

The flow was updated to accommodate searching for available beds by Dorms

Auto Bed Assign

Sharing Rules and Permissions

General Review of permissions specifically around classes and Needs Assessment.