Considering HomeKeeper?
FAQ for Potential Users
- Where can I find boilerplate language for a Homekeeper disclaimer?
- Why shoud I buy HomeKeeper? What's in it for me?
- Can HomeKeeper track memberships?
- What is the Training and Support Schedule?
- Can we tag and store documents in Salesforce?
- Can HomeKeeper run Credit Reports?
New User Organizations- How to Get Started
- Getting on Board with HomeKeeper: An Overview of the Onboarding Process
- Phase 1: Pre-Installation Planning
- How to Sign Up and Set Up Your Password for the HomeKeeper Support Forum
- Phase 2: Installation and Customization
- Phase 3: Orientation to HomeKeeper
- 4. After Orientation: Own your HomeKeeper, Get Your Data in and More
User Documentation
HomeKeeper & Salesforce Basics
- ★ Help! I'm a New Staff Person at an Organization that Already has HomeKeeper
- HomeKeeper Planning Worksheet
- How to Get HomeKeeper Support (HomeKeeper Basics)
- How to Reset your Password for the HomeKeeper Support Forums
- How Do I Reset My Salesforce Password?
- How to log into Salesforce.com (and HomeKeeper)
HomeKeeper How To's in Lightning
- Search in Lightning
- Edit a Record in Lightning
- Fields in HomeKeeper's "Calculations" Components
- Assign a Service File Record Page
- About "My Domain" to access Custom HomeKeeper Components
- Create a Custom Service File Record Page
Community Discussions
This is the place for asking your community for advice and sharing your tips and tricks, what worked for you, what didn’t, and the perfect spot to offer up your expertise on all things HomeKeeper.