Client Services Salesforce

Recent updates

• Update a Client's Expected Completion Date

  Article

  Updated on Sep 01, 2026

• Navigating the Thrive Program Engagement Page

  Article

  Updated on Aug 24, 2026

• Submitting a Client to Thrive

  Article

  Updated on Aug 24, 2026

• Adding Follow-Up Comments to an Incident

  Article

  Updated on Jun 19, 2026

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
  • Make Progress /  I'm a Vocational Training Manager, Now What? / Incidents (Strikes and General Incidents)
  • Next Steps /  I'm a VTS or VDT, Now What? / Incidents (Incidents, Next Steps Strikes, COATS, Recording CTO Days)
  • Other /  I'm a Campus Director, Now What? / Incidents

• Recording General Incidents

  Article

  Updated on Jun 19, 2026

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Incidents
  • Make Progress /  I'm a Make Progress Leader, Now What? / Incidents (Strikes and General Incidents)
  • Make Progress /  I'm a CRS, Now What? / Incidents (Strikes and General Incidents)
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Incidents (Infractions and General Incidents)

• Indicating a Client has been Baptized while at Atlanta Mission

  Article

  Updated on Jun 19, 2026

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Updating Client Information
  • Children Services /  Children Services / Updating Client Information
  • Make Progress /  I'm an Advocate, Now What? / Updating Client Information
  • Other /  I'm a Campus Director, Now What? / Updating Client Information

• Creating a Hard Skills Partner Account

  Article

  Updated on Jun 04, 2026

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Next Steps

• Ending a Job in Next Steps

  Article

  Updated on Jun 04, 2026

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Next Steps
  • Sustain and Grow /  I'm a Sustain and Grow Lead, Now What? / Jobs

• Adding a Client to Hard Skills Training

  Article

  Updated on Jun 04, 2026

  Article also found in:

  • Next Steps /  I'm a VTS or VDT, Now What? / Hard Skills Training
  • Next Steps /  I'm a CAM, Now What? / Hard Skills Training
  • Next Steps /  Next Steps Make Progress Leader / Hard Skills Training

• Updating a Job in Next Steps

  Article

  Updated on Jun 04, 2026

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Next Steps