Client Services Salesforce

Recent updates

• Creating a Retention Coach Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Assessments
  • Other /  I'm a Campus Director, Now What? / Assessments

• Recording a CAM Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Assessments

• Recording a Children's Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Children Services /  Children Services / Assessments
  • Other /  I'm a Campus Director, Now What? / Assessments

• Recording a DLA

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Make Progress /  I'm a Make Progress Leader, Now What? / Assessments
  • Make Progress /  I'm a Counselor, Now What? / Assessments
  • Other /  I'm a Campus Director, Now What? / Assessments

• Creating a Risk Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Community Living /  I'm a CLA, Now What? / Assessments
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Assessments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Assessments
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Assessments

• Recording a Needs Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Assessments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Assessments
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Assessments
  • Other /  I'm a Campus Director, Now What? / Assessments

• Recording a Vocational Assessment

  Article

  Updated on Nov 07, 2024

  Article also found in:

  • Make Progress /  I'm a CRS, Now What? / Assessments
  • Make Progress /  I'm a Make Progress Leader, Now What? / Assessments
  • Other /  I'm a Campus Director, Now What? / Assessments

• Understanding my Goal Metrics (copied)

  Article

  Updated on Oct 11, 2024

• Understanding my Assessment Metrics

  Article

  Updated on Oct 11, 2024

• Logging Meetings with Community Organizations/Partners

  Article

  Updated on Oct 11, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Referrals
  • Find Hope and Choose Help /  I'm a SW, Now What? / Referral Organizations