Client Services Salesforce

Recent updates

• Logging into the Salesforce Badge Scanning App

  Article

  Updated on Sep 25, 2025

• Understanding my Client Note Metrics

  Article

  Updated on Sep 24, 2025

• Leaders: Approving/Denying Client Progression

  Article

  Updated on Sep 05, 2025

  Article also found in:

  • Other /  I'm a Campus Director, Now What? / Approvals
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Approvals
  • Make Progress /  I'm a Make Progress Leader, Now What? / Approvals
  • Sustain and Grow /  I'm a Sustain and Grow Lead, Now What? / Approvals

• Case Managers: Submitting a Client for Approval to the Next Program Phase

  Article

  Updated on Sep 05, 2025

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Approvals
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Approvals
  • Make Progress /  I'm a Make Progress Leader, Now What? / Approvals
  • Other /  I'm a Campus Director, Now What? / Approvals

• Mark Attendance for a Staff Training Session

  Article

  Updated on Aug 20, 2025

• Creating Sessions of a Staff Training

  Article

  Updated on Aug 19, 2025

• Update Fuqua Hall Opt-outs

  Article

  Updated on Aug 15, 2025

• Update Fuqua Hall Phone Numbers

  Article

  Updated on Aug 15, 2025

• Send a Mass Text to Fuqua Hall Residents

  Article

  Updated on Aug 15, 2025

• Understanding my Data Quality Metrics

  Article

  Updated on Aug 13, 2025